KFA Private Wealth Group

KFA Private Wealth Group is an SEC-registered RIA and multi-family office serving high-net-worth families.

KFA Private Wealth Group

KFA Private Wealth Group, LLC is an SEC-registered investment adviser in Tyson, VA, registered since 2015. The firm manages $830 million in assets, with $608 million on a discretionary basis. It has 11 employees and 11 investment advisers.

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General information

Firm type

Multi Family Office

Year founded

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AUM

Undisclosed

Location

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City

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Corporate office

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Is KFA Private Wealth Group registered with the SEC?

Yes, KFA Private Wealth Group, LLC is registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration as an RIA imposes fiduciary duties, requiring the firm to act in clients' best interests and disclose conflicts of interest.

What types of clients does KFA Private Wealth Group serve?

Based on its name and RIA registration, KFA Private Wealth Group likely serves high-net-worth individuals and families. Many RIAs with a similar structure also serve trusts, estates, and charitable organizations. The exact minimum asset threshold for clients is not publicly known.

What investment services does KFA Private Wealth Group offer?

As an RIA, the firm likely offers discretionary investment management, financial planning, asset allocation, and portfolio rebalancing. Multi-family offices often also provide tax planning, estate planning, and philanthropic advisory, but specific service offerings for KFA are not publicly detailed.

How does KFA Private Wealth Group differ from a single-family office?

KFA Private Wealth Group, as a registered RIA serving multiple clients, operates as a multi-family office (MFO) rather than a single-family office (SFO). MFOs serve multiple wealthy families, sharing infrastructure and investment resources, while SFOs serve one family exclusively.

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