KDT Advisors, LLC

RIASEC RegisteredEst. 2017
Total AUM
$210M
Discretionary
$137M
65% of AUM
Avg account
$3.5M
Accounts
60
Employees
5
Advisory reps
3

Firm details

Headquarters
Princeton, New Jersey
CRD number
289816
Registered since
October 6, 2017
Website
kdtadvisors.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Corporations / Businesses68.28%
  • HNWI31.31%
  • Individuals0.4%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

KDT Advisors, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2017. The firm serves both individuals/families and institutional clients, offering financial planning and portfolio management for individuals, small businesses, and larger business or institutional accounts. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. KDT is not positioned as a multi-state adviser for regulatory purposes, does not self-identify as an active ESG investor, and does not act as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 54%, Public Funds/Mutual Funds 19%, US Government Bonds 15%, Cash & Cash Equivalents 6%, Sovereign Bonds 3%, Investment Grade Corp Bonds 3%54%
  • Exchange Traded Equities54%
  • Public Funds/Mutual Funds19%
  • US Government Bonds15%
  • Cash & Cash Equivalents6%
  • Sovereign Bonds3%

Contacts

3 of 3
  • Roger Dowdeswell

    Roger Dowdeswell

    FounderCRD 6854777

  • Timothy Dowdeswell

    Timothy Dowdeswell

    Co-Founder and Executive DirectorCRD 6855079

  • Colin Dowdeswell

    Colin Dowdeswell

    Investment Advisor RepresentativeCRD 728742

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 16

Active vs passive

$24.2M in ETFs

Passive

74%

$18M

Active

0%

$6.2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$8.6M14,35435.48%
Unlock additional holdings →

Location

Primary office

Princeton, NJ

Mercer

Location

Princeton, NJ

Headquartered in Princeton, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Mercer
Address
103 Carnegie Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth