KFA Private Wealth Group, LLC
Firm details
- Headquarters
- Tysons, Virginia
- CRD number
- 281678
- Registered since
- October 2, 2015
- Website
- kfapwg.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.08%
- Individuals26.32%
- Pension & Profit Sharing Plans1.37%
- Charitable Organizations1.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
KFA Private Wealth Group, LLC is an independent, LLC-structured registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. Founded and SEC-registered in 2015, the firm provides fee-based wealth management across multiple billing formats (ad valorem AUM fees, hourly work, and fixed fees). Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of third-party advisers. The firm also lists accounting among its business activities, and it positions itself to outsource or select external managers when needed.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds79%
- Exchange Traded Equities10%
- Cash & Cash Equivalents8%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 11
Jason Epps
Vice PresidentCRD 4949698
Nicholas Sullivan
Senior Financial AdvisorCRD 6151347
Lisa Schaefer
Financial AdvisorCRD 7787355
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$382M in ETFs
74%
$283M
25%
$99M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $69.5M | 92,756 | 18.17% |
Location
Tysons, VA
Fairfax
Location
Tysons, VA
Headquartered in Tysons, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 8350 Broad St
- Time zone
- ET (UTC-5)
- Office locations
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