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RIA / WealthAdvisorCertified Financial Planner12 years in industry

KYLE KVALHEIM

Advisor at KV FINANCIAL ADVICE LLC

SANDY SPRINGS, GA

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Search this name across graphsid dfx:ria:ab790f93-94fc-0d99-e5de-dfad0ce3623a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Aug 1, 2014 to Sep 14, 2026

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

Current firm: KV FINANCIAL ADVICE LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
First registration: Aug 1, 2014
Dual registered: no
IAPD individual key: 6374100

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KV FINANCIAL ADVICE LLC	State registered	Jun 25, 2024	n/a	yes	SANDY SPRINGS, GA	Current employment
HB WEALTH	Independent wealth	Nov 8, 2021	Jan 5, 2024	no	ATLANTA, GA	Previous registration
HOMRICH BERG	Former SEC adviser	Dec 11, 2020	Nov 21, 2021	no	ATLANTA, GA	Previous registration
KV FINANCIAL PLANNING	n/a	May 8, 2018	Dec 31, 2019	no	ATLANTA, GA	Previous registration
NOVA WEALTH MANAGEMENT GROUP, LLC	Former SEC adviser	Sep 7, 2017	May 9, 2018	no	ATLANTA, GA	Previous registration
KV FINANCIAL PLANNING	n/a	Jun 14, 2016	Nov 1, 2017	no	ATLANTA, GA	Previous registration
BT WEALTH MANAGEMENT, LLC	Former SEC adviser	Aug 1, 2014	May 31, 2016	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HB WEALTH	KV FINANCIAL ADVICE LLC	Jan 5, 2024	Jun 25, 2024	172	Firm change	RIA to state RIA
HOMRICH BERG	HB WEALTH	Nov 21, 2021	Nov 8, 2021	-13	Bulk transfer	RIA to RIA
KV FINANCIAL PLANNING	HOMRICH BERG	Dec 31, 2019	Dec 11, 2020	346	Firm change	Other
NOVA WEALTH MANAGEMENT GROUP, LLC	KV FINANCIAL PLANNING	May 9, 2018	May 8, 2018	-1	Firm change	Other
KV FINANCIAL PLANNING	NOVA WEALTH MANAGEMENT GROUP, LLC	Nov 1, 2017	Sep 7, 2017	-55	Firm change after gap	Other
BT WEALTH MANAGEMENT, LLC	KV FINANCIAL PLANNING	May 31, 2016	Jun 14, 2016	14	Firm change	Other

Relationships

Registered with (6)

→ KV FINANCIAL ADVICE LLCRegistered adviserregistration: current employment
Jun 25, 2024 to presentfactForm ADV
→ HB WEALTHRegistered adviserregistration: previous registration
Nov 8, 2021 to Jan 5, 2024factForm ADV
→ HOMRICH BERGRegistered adviserregistration: previous registration
Dec 11, 2020 to Nov 21, 2021factForm ADV
→ KV FINANCIAL PLANNINGRegistered adviserregistration: previous registration
May 8, 2018 to Dec 31, 2019factForm ADV
→ NOVA WEALTH MANAGEMENT GROUP, LLCRegistered adviserregistration: previous registration
Sep 7, 2017 to May 9, 2018factForm ADV
→ BT WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 1, 2014 to May 31, 2016factForm ADV

Dated events

Occurred
Jan 5, 2024
Advisor changed firm
Kyle Kvalheim left Hb Wealth for Kv Financial Advice Llc (registered 2024-06-25)
Form ADVobserved 4 days ago