KDK PRIVATE WEALTH MANAGEMENT
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 299583
- Registered since
- May 24, 2021
- Website
- kdkpwm.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI98.3%
- Individuals1.27%
- Other0.43%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
KDK Private Wealth Management is an SEC-registered advisory firm operating as an LLC since registration in 2021. The firm functions as both an independent RIA and a multifaceted fund manager, allocating capital directly and through pooled vehicles. Its client focus is individual and family investors, and its fee arrangements include asset-based fees alongside performance-linked compensation for certain strategies. KDK provides traditional portfolio management for individuals and small businesses, manages pooled investment vehicles, and conducts selection of third‑party advisers. The firm also acts as sponsor, general partner, or managing member on pooled investment vehicles it oversees. ESG investing is not a stated emphasis.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds27%
- Exchange Traded Equities24%
- Public Funds/Mutual Funds22%
- Cash & Cash Equivalents16%
- Investment Grade Corp Bonds6%
Owners & executives
1 of 1DANIEL ROBERTS
Chief Compliance OfficerCRD 2208120
Contacts
3 of 4CHRISTIAAN GRAF
Managing Director & Private Wealth AdvisorCRD 2913161
JILL NAPONIC
Vice President, Wealth ManagementCRD 6057542
CHRISTIE KENNIMER
Vice PresidentCRD 4323792
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$75.8M in ETFs
95%
$71.6M
2%
$4.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 3000 ETF (IWV) | BlackRock | Passive | Large Blend | $16.6M | 44,775 | 21.89% |
Location
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 1616 S Voss Rd
- Time zone
- CT (UTC-6)
- Office locations
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