KFA PRIVATE WEALTH GROUP, LLC

Overview

KFA Private Wealth Group, LLC is an independent registered investment adviser that operates as a capital allocator for both individual & family and institutional clients. The firm blends fee-based financial planning and discretionary portfolio management with selection-of-other-advisers services, positioning itself to build multi-manager portfolios when appropriate. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and adviser selection; the firm also lists accounting as a core business activity. KFA does not identify as an active ESG investor. Public funds and mutual funds are the dominant building blocks of the firm’s portfolios, but KFA also allocates to third-party alternative managers and uses annuities where suitable. The firm offers a mix of fee arrangements — percentage of AUM, hourly and fixed fees — allowing flexibility for different client relationships and project work.

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Location & Offices