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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

KDK PRIVATE WEALTH MANAGEMENT

KDK PRIVATE WEALTH MANAGEMENT, LLC, CRD 299583

HOUSTON, TX

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:edbbe31d-c7c4-244a-45e3-38e68921b242

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 4
On other graphs: 1
Observed: Dec 18, 2018 to Jul 10, 2026
25 observations

Across DFX

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

Real Estate Fundsidentity

KDK Private Wealth Management

Real estate fund manager · 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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $585MItem 5.F on the latest filing (2026-07-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $581M
Private client RAUM: $582MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $117Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 244
Individual clients: 25
High net worth clients: 63
Private funds: 5Schedule D 7.B(1)
Custody, client assets: $411M
SEC number: 801-121062
CRD: 299583
Filings on the tape: 25
First filed: Dec 18, 2018
Latest filed: Jul 10, 2026
Organised: Limited Liability Company, TX

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
KAMDEN DEANE KANALY	Certified Financial Planner	HOUSTON, TX	7	19	2	no
CHRISTIE GAYLE KENNIMER	n/a	HOUSTON, TX	7	17	1	no
CHRISTIAAN JONAS GRAF	n/a	HOUSTON, TX	5	22	3	no
JILL MARIE NAPONIC	n/a	HOUSTON, TX	1	14	n/a	no
Emily Susan Ashton	n/a	HOUSTON, TX	0	13	4	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
KDK REAL ESTATE OPPORTUNITY FUND I, LP	Real Estate Fund	$10.6M	Nov 1, 2024	36	Mar 27, 2024	reported	021-32350076
KDK REAL ESTATE OPPORTUNITY FUND	Real Estate Fund	$7.3M	Sep 5, 2023	27	Mar 29, 2023	dropped	021-32350076
KDK HIGHCREST OPPORTUNITIES FUND I, LP	Other Private Fund	$4.0M	Nov 1, 2024	20	Mar 27, 2024	reported	021-32350076
KDK ENERGY FUND I, LP	Other Private Fund	$2.7M	Nov 1, 2024	12	Mar 27, 2024	reported	021-32350076

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
KAMDEN D. KANALY 1992 GIFT TRUST	Member	E	yes	09/2018	Jun 17, 2019	Nov 1, 2024
KANALY, KAMDEN, DEANE	Trustee	E	yes	05/2018	Dec 18, 2018	Nov 1, 2024
KANALY, KAMDEN, DEANE	MANAGER/CHIEF COMPLIANCE OFFICER	Na	yes	05/2018	Dec 18, 2018	Nov 1, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
KAMDEN DEANE KANALY	n/a	n/a	n/a	Y	no	n/a

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 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 29, 2026	$585M	$581M	8	4	5	n/a
2024	Apr 17, 2025	$479M	$474M	6	5	4	n/a
2023	Mar 27, 2024	$360M	$356M	5	4	3	$17.3M
2022	Mar 29, 2023	$261M	$257M	4	3	1	$7.3M
2021	Mar 31, 2022	$149M	$145M	4	3	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
1	0	1	0.0%	1	0	0	1	1

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	$585M	$479M	22.1%	$261M	30.9%	7	6	0	0

Relationships

Registered with (5)

← Emily Susan AshtonAdvisorregistration: previous registration
May 28, 2019 to Apr 17, 2025factForm ADV
← JILL MARIE NAPONICAdvisorregistration: current employment
Mar 20, 2025 to presentfactForm ADV
← CHRISTIAAN JONAS GRAFAdvisorregistration: current employment
Apr 6, 2021 to presentfactForm ADV
← CHRISTIE GAYLE KENNIMERAdvisorregistration: current employment
Aug 29, 2019 to presentfactForm ADV
← KAMDEN DEANE KANALYAdvisorregistration: current employment
Jun 20, 2019 to presentfactForm ADV

Advises (4)

→ KDK REAL ESTATE OPPORTUNITY FUND I, LPPrivate fundReal Estate Fund, IA
Mar 27, 2024 to presentfactForm ADV
→ KDK ENERGY FUND I, LPPrivate fundOther Private Fund, IA
Mar 27, 2024 to presentfactForm ADV
→ KDK HIGHCREST OPPORTUNITIES FUND I, LPPrivate fundOther Private Fund, IA
Mar 27, 2024 to presentfactForm ADV
→ KDK REAL ESTATE OPPORTUNITY FUNDPrivate fundReal Estate Fund, IA, no longer reported
Mar 29, 2023 to Sep 5, 2023factForm ADV

Controls (2)

← KANALY, KAMDEN, DEANEOwnerTRUSTEE, ownership code E, individual
Dec 18, 2018 to Nov 1, 2024factForm ADV
← KAMDEN D. KANALY 1992 GIFT TRUSTOwnerMEMBER, ownership code E, domestic entity
Jun 17, 2019 to Nov 1, 2024factForm ADV

Dated events

Occurred
Apr 17, 2025
Regulatory AUM changed
Kdk Private Wealth Management reported RAUM $478.8M, up 33% from $359.8M (2024-11-01 to 2025-04-17)
Form ADVobserved 6 days ago
$119M
Occurred
Apr 17, 2025
Advisor changed firm
Emily Susan Ashton left Kdk Private Wealth Management for Ameritas Advisory Services, Llc (registered 2025-04-17)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2023
Regulatory AUM changed
Kdk Private Wealth Management reported RAUM $260.9M, up 76% from $148.6M (2023-01-11 to 2023-03-29)
Form ADVobserved 6 days ago
$112M
Occurred
Dec 18, 2018
First Form ADV filing
Kdk Private Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:edbbe31d-c7c4-244a-45e3-38e68921b242
First observed: Dec 18, 2018
Last observed: Jul 10, 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.

KDK PRIVATE WEALTH MANAGEMENT

KDK PRIVATE WEALTH MANAGEMENT, LLC, CRD 299583

HOUSTON, TX

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:edbbe31d-c7c4-244a-45e3-38e68921b242

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:54 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KAMDEN DEANE KANALY

Certified Financial Planner

HOUSTON, TX

CHRISTIE GAYLE KENNIMER

n/a

HOUSTON, TX

CHRISTIAAN JONAS GRAF

n/a

HOUSTON, TX

JILL MARIE NAPONIC

n/a

HOUSTON, TX

n/a

Emily Susan Ashton

n/a

HOUSTON, TX

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

KDK REAL ESTATE OPPORTUNITY FUND I, LP

Real Estate Fund

$10.6M

Nov 1, 2024

Mar 27, 2024

reported

021-32350076

KDK REAL ESTATE OPPORTUNITY FUND

Real Estate Fund

$7.3M

Sep 5, 2023

Mar 29, 2023

dropped

021-32350076

KDK HIGHCREST OPPORTUNITIES FUND I, LP

Other Private Fund

$4.0M

Nov 1, 2024

Mar 27, 2024

reported

021-32350076

KDK ENERGY FUND I, LP

Other Private Fund

$2.7M

Nov 1, 2024

Mar 27, 2024

reported

021-32350076

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KAMDEN D. KANALY 1992 GIFT TRUST

Member

yes

09/2018

Jun 17, 2019

Nov 1, 2024

KANALY, KAMDEN, DEANE

Trustee

yes

05/2018

Dec 18, 2018

Nov 1, 2024

KANALY, KAMDEN, DEANE

MANAGER/CHIEF COMPLIANCE OFFICER

yes

05/2018

Dec 18, 2018

Nov 1, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

KAMDEN DEANE KANALY

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 29, 2026

$585M

$581M

n/a

2024

Apr 17, 2025

$479M

$474M

n/a

2023

Mar 27, 2024

$360M

$356M

$17.3M

2022

Mar 29, 2023

$261M

$257M

$7.3M

2021

Mar 31, 2022

$149M

$145M

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

$585M

$479M

22.1%

$261M

30.9%