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KFA PRIVATE WEALTH GROUP, LLC
CRD 281678File 801-106726
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$830.0M
Above cohort median (national)
Discretionary AUM
$607.8M
Non-discretionary $222.1M
Clients
823
3,279 accounts
Employees
11
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 2, 2015
- Principal office
- 8350 BROAD ST., SUITE 220, TYSON, VA, 22102-5151
- Phone
- 571-386-2029
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $830.0M
- Discretionary AUM
- $607.8M
- Non-discretionary AUM
- $222.1M
- Discretionary accounts
- 2,517
- Non-discretionary accounts
- 762
- Total accounts
- 3,279
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $10.2M |
| High net worth individuals | 229 | $589.9M |
| Pension and profit sharing plans | 7 | $11.3M |
| Individuals (other than high net worth individuals) | 585 | $218.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.