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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

KFA PRIVATE WEALTH GROUP, LLC

CRD 281678

TYSON, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4aef6a8d-ff11-c15d-c5c2-28db3caa59e4

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 7
On other graphs: 0
Observed: Sep 28, 2015 to Mar 25, 2026
24 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=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $830MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $608M
Private client RAUM: $808MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $75.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 11
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3,279
Individual clients: 585
High net worth clients: 229
Custody, client assets: $12.6M
SEC number: 801-106726
CRD: 281678
Filings on the tape: 24
First filed: Sep 28, 2015
Latest filed: Mar 25, 2026
Organised: Limited Liability Company, DE

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
Michael Franklin Rettinger	Certified Financial Planner	TYSON, VA	10	23	1	no
Jason Douglas Epps	Certified Financial Planner	TYSON, VA	10	21	1	no
James Patrick Patterson	Certified Financial Planner	TYSON, VA	10	20	1	no
Kevin John Deans	n/a	TYSON, VA	10	20	1	no
Theron Edward Weimer	n/a	TYSON, VA	10	19	2	no
Charles Messick Gibbons	n/a	TYSON, VA	10	25	1	no
John Robert Fennig	Certified Financial Planner	TYSON, VA	10	24	1	no
Tricia Lynn Lepofsky	n/a	TYSON, VA	5	21	n/a	no
Daniel Victor Weinstein	Certified Financial Planner	TYSON, VA	4	10	1	no
Nicholas Timothy Sullivan	Certified Financial Planner	Cranford, NJ	3	13	4	no
Lisa Schaefer	n/a	Chevy Chase, MD	1	11	1	no

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
Fennig, John, Robert	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	yes	03/2022	Oct 29, 2015	Mar 1, 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 11 of 12

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$830M	$608M	11	11	0	n/a	n/a
2024	Mar 26, 2025	$676M	$421M	10	10	0	n/a	n/a
2023	Mar 1, 2024	$784M	$512M	12	12	0	n/a	n/a
2022	Mar 31, 2023	$626M	$388M	12	12	0	n/a	n/a
2021	Mar 31, 2022	$680M	$428M	10	10	0	n/a	n/a
2020	Mar 30, 2021	$542M	$325M	15	10	0	n/a	n/a
2019	Feb 20, 2020	$457M	$283M	15	9	0	n/a	n/a
2018	Mar 11, 2019	$356M	$212M	10	9	0	n/a	n/a
2017	Mar 27, 2018	$354M	$201M	10	10	0	n/a	n/a
2016	Feb 10, 2017	$258M	$120M	10	10	n/a	n/a	n/a
2015	Jan 19, 2016	$189M	$85.8M	10	10	n/a	n/a	n/a

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	1	2

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	$830M	$676M	22.7%	$626M	9.9%	11	10	0	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
AMERIPRISE FINANCIAL SERVICES, LLC	9	Nov 10, 2015	Oct 30, 2015	VIENNA, VA	Team lift out	Ibd to new firm	0.1%

Relationships

Registered with (13)

← Lisa SchaeferAdvisorregistration: current employment
Mar 23, 2025 to presentfactForm ADV
← Nicholas Timothy SullivanAdvisorregistration: current employment
Nov 10, 2022 to presentfactForm ADV
← Daniel Victor WeinsteinAdvisorregistration: current employment
Mar 3, 2022 to presentfactForm ADV
← Tricia Lynn LepofskyAdvisorregistration: current employment
Oct 1, 2020 to presentfactForm ADV
← Charles Messick GibbonsAdvisorregistration: current employment
Oct 30, 2015 to presentfactForm ADV
← John Robert FennigAdvisorregistration: current employment
Oct 30, 2015 to presentfactForm ADV
← Michael Franklin RettingerAdvisorregistration: current employment
Oct 29, 2015 to presentfactForm ADV
← Jason Douglas EppsAdvisorregistration: current employment
Oct 29, 2015 to presentfactForm ADV
← James Patrick PattersonAdvisorregistration: current employment
Oct 29, 2015 to presentfactForm ADV
← Kevin John DeansAdvisorregistration: current employment
Oct 29, 2015 to presentfactForm ADV
← Theron Edward WeimerAdvisorregistration: current employment
Oct 29, 2015 to presentfactForm ADV
← John LangfordAdvisorregistration: previous registration
Oct 29, 2015 to Jun 3, 2024factForm ADV
← Gregg S KonopaskeAdvisorregistration: previous registration
Oct 29, 2015 to May 20, 2024factForm ADV

Controls (1)

← Fennig, John, RobertOwnerMANAGING MEMBER & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Oct 29, 2015 to Mar 1, 2024factForm ADV

Moved with (1)

← AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviser9 advisors, team lift out
Nov 10, 2015 to Oct 30, 2015factForm ADV

Dated events

Occurred
Jun 3, 2024
Advisor changed firm
John Langford left Kfa Private Wealth Group, Llc for Corient (registered 2024-06-03)
Form ADVobserved 6 days ago
Occurred
May 20, 2024
Advisor changed firm
Gregg S Konopaske left Kfa Private Wealth Group, Llc for Corient (registered 2024-05-20)
Form ADVobserved 6 days ago
Occurred
Mar 1, 2024
Regulatory AUM changed
Kfa Private Wealth Group, Llc reported RAUM $784.5M, up 25% from $625.9M (2023-10-03 to 2024-03-01)
Form ADVobserved 6 days ago
$159M
Occurred
Mar 31, 2022
Regulatory AUM changed
Kfa Private Wealth Group, Llc reported RAUM $680.2M, up 25% from $542.3M (2021-03-30 to 2022-03-31)
Form ADVobserved 6 days ago
$138M
Occurred
Mar 31, 2022
Control person left
Scott Gregg Konopaske (Chief Compliance Officer And Managing Member) no longer on Schedule A of Kfa Private Wealth Group, Llc (listed 2021-03-30, absent 2022-03-31)
Form ADVobserved 6 days ago
Occurred
Feb 20, 2020
Regulatory AUM changed
Kfa Private Wealth Group, Llc reported RAUM $457.0M, up 29% from $355.7M (2019-03-12 to 2020-02-20)
Form ADVobserved 6 days ago
$101M
Occurred
Sep 28, 2015
First Form ADV filing
Cora Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4aef6a8d-ff11-c15d-c5c2-28db3caa59e4
First observed: Sep 28, 2015
Last observed: Mar 25, 2026 6 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.

KFA PRIVATE WEALTH GROUP, LLC

CRD 281678

TYSON, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4aef6a8d-ff11-c15d-c5c2-28db3caa59e4

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:32 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Michael Franklin Rettinger

Certified Financial Planner

TYSON, VA

Jason Douglas Epps

Certified Financial Planner

TYSON, VA

James Patrick Patterson

Certified Financial Planner

TYSON, VA

Kevin John Deans

n/a

TYSON, VA

Theron Edward Weimer

n/a

TYSON, VA

Charles Messick Gibbons

n/a

TYSON, VA

John Robert Fennig

Certified Financial Planner

TYSON, VA

Tricia Lynn Lepofsky

n/a

TYSON, VA

n/a

Daniel Victor Weinstein

Certified Financial Planner

TYSON, VA

Nicholas Timothy Sullivan

Certified Financial Planner

Cranford, NJ

Lisa Schaefer

n/a

Chevy Chase, MD

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Fennig, John, Robert

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

yes

03/2022

Oct 29, 2015

Mar 1, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$830M

$608M

n/a

2024

Mar 26, 2025

$676M

$421M

n/a

2023

Mar 1, 2024

$784M

$512M

n/a

2022

Mar 31, 2023

$626M

$388M

n/a

2021

Mar 31, 2022

$680M

$428M

n/a

2020

Mar 30, 2021

$542M

$325M

n/a

2019

Feb 20, 2020

$457M

$283M

n/a

2018

Mar 11, 2019

$356M

$212M

n/a

2017

Mar 27, 2018

$354M

$201M

n/a

2016

Feb 10, 2017

$258M

$120M

n/a

2015

Jan 19, 2016

$189M

$85.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$830M

$676M

22.7%

$626M

9.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AMERIPRISE FINANCIAL SERVICES, LLC

Nov 10, 2015

Oct 30, 2015

VIENNA, VA

Team lift out

Ibd to new firm

0.1%