# KAWG&F Financial Planning Group

KAWG&F Financial Planning Group is a Multi Family Office based in Baltimore, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Baltimore, United States
- **Region:** North America
- **Address:** Baltimore, MD, United States
- **Founded:** 1986
- **Assets under management:** Undisclosed
- **Website:** kawgf.com

## Regulatory record

- **CRD number:** 131318
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-01-02T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/131318

## About

KAWG&F FINANCIAL PLANNING GROUP LLC is a state-registered investment adviser in TIMONIUM, MD. It has 1 employee and 1 investment adviser. The firm is based in Maryland.

## Sectors

- Wealth Management
- Tax Planning
- Estate Planning
- Private Credit
- Real Estate

## People

- Lawrence K. Kayne — Founding Principal
- Brenda K. Wiederhold — Principal

## Questions

### Who runs investment decisions at KAWG&F?

The investment committee is led by founding principal Lawrence K. Kayne, with Brenda K. Wiederhold and senior tax advisors contributing to allocation design. Because the firm evolved from a CPA practice, investment decisions are filtered through an after-tax lens that involves multiple in-house disciplines, not just a standalone investment team.

### Does KAWG&F participate in fund commitments or only direct deals?

The firm executes both direct deals — particularly in private credit and real estate — and selective commitments to external funds, primarily in areas that complement its tax-planning expertise. Direct co-investments often arise from the same networks that feed its credit pipeline.

### Which sectors does KAWG&F explicitly avoid?

The firm has no publicly stated exclusion list, but its portfolio consistently avoids early-stage venture capital, speculative technology, and strategies with near-term tax inefficiency. Its structure and CPA heritage steer allocations toward cash-flowing, tax-advantaged asset classes.

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- [Inca Investments](https://altss.com/profile/inca-investments-llc)
- [Anson Analytics](https://altss.com/profile/anson-analytics)

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Last updated: 2026-07-06T01:24:19.568Z

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