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B••••• O••••• W••••• M•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

B••••• O••••• W••••• M•••••••••

K••••••• A. B••••• & ASSOCIATES, LLC, CRD 281839

CLARKSVILLE, VA

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Search this name across graphsid dfx:ria:0856a07a-f808-3660-bf60-6c06dbb7d51e

Data as of Sep 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 9, 2026 to Sep 9, 2026
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $16.2M••• Locked
Discretionary RAUM: $16.2M
Private client RAUM: $16.2Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 1
Advisory employees: 1

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
K••••••• A•••• B•••••	Certified Financial Planner	CLARKSVILLE, VA	10	24	3	yes

Relationships

Registered with (2)

← K••••••• A•••• B•••••Advisorregistration: current employment
Nov 17, 2015 to presentfactForm ADV
← FRANK GERALD OHARAAdvisorregistration: previous registration
Feb 8, 2021 to Mar 2, 2023factForm ADV

Dated events

Occurred
Mar 2, 2023
Advisor changed firm
Frank Gerald Ohara left B••••• O••••• W••••• M••••••••• for Lifeworks Advisors, Llc (registered 2023-02-17)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0856a07a-f808-3660-bf60-6c06dbb7d51e
First observed: Sep 9, 2026
Last observed: Sep 9, 2026 13 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.