Kdk Private Wealth Management, Llc
- Regulatory AUM
- $585M
- Discretionary
- $581M
- Clients
- 95
- Avg AUM / client
- $6.2M
- Accounts
- 244
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 25 | $7.4M | 1.27% |
| High net worth individuals | 63 | $575M | 98.3% |
| Other | 7 | $2.5M | 0.43% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $17.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Kdk Real Estate Opportunity Fund I, Lp | Real Estate Fund | Texas | $10.6M | 36 |
| Kdk Highcrest Opportunities Fund I, Lp feeder | Other Private Fund | Texas | $4.0M | 20 |
| Kdk Energy Fund I, Lp | Other Private Fund | Texas | $2.7M | 12 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kamden Deane Kanaly | Manager/Chief Compliance Officer | CFP | May 2018 (8y) | ≈ 56.25% – 100% via Kamden D. Kanaly 1992 Gift Trust |
| Christie Gayle Kennimer | Registered representative | Aug 2019 (7y) | ||
| Christiaan Jonas Graf | Registered representative | Apr 2021 (5y) | ||
| Jill Marie Naponic | Registered representative | Mar 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kamden D. Kanaly 1992 Gift Trust | Member | Sep 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kamden Deane Kanaly: 75% – 100% of Kamden D. Kanaly 1992 Gift Trust × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $17.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Kdk Real Estate Opportunity Fund I, Lp | Real Estate Fund | $10.6M | $100K | 36 |
| Kdk Highcrest Opportunities Fund I, Lp | Other Private Fund | $4.0M | $100K | 20 |
| Kdk Energy Fund I, Lp | Other Private Fund | $2.7M | $100K | 12 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 1.89 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $430M (74% of AUM) Jul 2026
- BNY Mellon $11.1M (4% of AUM) Sep 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗