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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

K•••• G••••• W••••• G••••

K•••• GLOBAL ADVISORY, LLC, CRD 331692

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:4951b1d2-cf9a-c675-823c-74db0d209c70

Data as of Jul 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 29, 2024 to Jul 28, 2026
12 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: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $125MItem 5.F on the latest filing (2026-07-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $125M
Private client RAUM: $125MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J•••• M•••••• B••••••	Certified Financial Planner\|Chartered Financial Consultant	Chicago, IL \| OVERLAND PARK, KS	2	21	1	no
D•••• W• F•••••••	n/a	OVERLAND PARK, KS	2

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
F•••••••• D••••• W•	CEO & CCO	E	yes	04/2013	May 29, 2024	Oct 11, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$125M	$117M	7.4%	n/a	n/a	2	2	1	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
F•••••• F•••••••• A•••••••• L••	2	Sep 30, 2024	Jul 8, 2024	OVERLAND PARK, KS	Team lift out	RIA to new firm	40.0%

Relationships

Registered with (2)

← D•••• W• F•••••••Advisorregistration: current employment
Jul 8, 2024 to presentfactForm ADV
← J•••• M•••••• B••••••Advisorregistration: current employment
Jul 3, 2024 to presentfactForm ADV

Controls (1)

← F•••••••• D••••• W•OwnerCEO & CCO, ownership code E, individual
May 29, 2024 to Oct 11, 2024factForm ADV

Moved with (1)

Dated events

Occurred
Sep 30, 2024
Team lift-out
2 advisors left F•••••• F•••••••• A•••••••• L•• (Overland Park, KS) for K•••• G••••• W••••• G•••• on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
May 29, 2024
First Form ADV filing
K•••• G••••• W••••• G•••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4951b1d2-cf9a-c675-823c-74db0d209c70
First observed: May 29, 2024
Last observed: Jul 28, 2026 56 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.