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KDT ADVISORS, LLC
CRD 289816File 801-111805
APPROVED
Retail clients
Filing as of Jun 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$210.4M
Below cohort median (national)
Discretionary AUM
$136.6M
Non-discretionary $73.8M
Clients
52
60 accounts
Employees
5
Below cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 6, 2017
- Principal office
- 103 CARNEGIE CENTER, SUITE 300, PRINCETON, NJ, 08540
- Phone
- 929-293-1270
- Website
- HTTP://WWW.KDTADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $210.4M
- Discretionary AUM
- $136.6M
- Non-discretionary AUM
- $73.8M
- Discretionary accounts
- 27
- Non-discretionary accounts
- 33
- Total accounts
- 60
- AUM per client
- $4.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 21 | $143.7M |
| High net worth individuals | 26 | $65.9M |
| Individuals (other than high net worth individuals) | 5 | $851K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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.