DFX Intelligence

K••• C•••••• P•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

K••• C•••••• P•••••••

K••• C•••••• P•••••••, INC., CRD 312875

SAN JOSE, CA

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Search this name across graphsid dfx:ria:1357ce86-8751-1d86-de44-74ce97829852

Data as of Jul 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 9
On other graphs: 1
Observed: Feb 4, 2021 to Jul 13, 2026
37 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

K••• C•••••• P•••••••

Capital provider to sponsors · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.86 fund_share=0.02 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.4B••• Locked
Discretionary RAUM: $1.3B
Private client RAUM: $1.2Bderived••• Locked
Private client share: 86%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $114Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
G••••• C•••	n/a	PARK CITY, UT \| SAN JOSE, CA	5	22	1	no
H•••• H••• P•••	n/a	SAN FRANCISCO, CA \| SAN JOSE, CA	5	15

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
K••• V••••••• I••• L••	Other Private Fund	$8.9M	Jul 13, 2026	22	Nov 30, 2021	reported	021-1878991
K••• V••••••• V•• L••	n/a	$5.0M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••• B••••	SHAREHOLDER / CCO	B	yes	02/2021	Feb 4, 2021	Nov 20, 2024
C•••• G•••••	Shareholder	C	yes	02/2021	Feb 4, 2021	Nov 20, 2024

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
GRANITE BAY	CA	United States	3	no
Sacramento	CA	United States	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 11, 2026

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	5	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.4B	$808M	68.8%	$167M	101.5%	13	12	4	3

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
M••••• S••••••	2	Sep 22, 2023	Jan 1, 2025	FOLSOM, CA	Team lift out	Wirehouse to RIA	0.0%

Relationships

Registered with (14)

← B•••••• K•••• L••Advisorregistration: current employment
Mar 2, 2026 to presentfactForm ADV
← C••• M• A••••••Advisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← H••••• S•••••••Advisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← V••••• W•••••• M•

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 11, 2026
Regulatory AUM changed
K••• C•••••• P••••••• reported RAUM $1.4B, up 28% from $1.1B (2026-01-02 to 2026-03-11)
Form ADVobserved 7 days ago
$295M
Occurred
Jul 16, 2025
Regulatory AUM changed
K••• C•••••• P••••••• reported RAUM $1.1B, up 32% from $808.1M (2025-03-30 to 2025-07-16)
Form ADVobserved 7 days ago
$262M
Occurred
Nov 20, 2024
Regulatory AUM changed
K••• C•••••• P••••••• reported RAUM $760.8M, up 50% from $507.6M (2024-04-09 to 2024-11-20)
Form ADVobserved 7 days ago
$253M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1357ce86-8751-1d86-de44-74ce97829852
First observed: Feb 4, 2021
Last observed: Jul 13, 2026 2 months 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.