DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Kdk Private Wealth Management
Legal name Kdk Private Wealth Management, LLC
Latest filing Jul 10, 2026
First filing on the tape Dec 18, 2018 · 25 filings
SEC status approved since May 24, 2021
RAUM
$585M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
100%
$582M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$117M
derived; firm RAUM over IAPD count
Employees
7
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$585M as of Jul 10, 2026
Mar 31, 2022$149M then
HNW client RAUM$575M as of Jul 10, 2026
Mar 31, 2022$140M then
State-registered IARs (5.B.3)3 as of Jul 10, 2026
Mar 31, 20224 then
Employees (5.A)7 as of Jul 10, 2026
Mar 31, 20224 then
Private funds5 as of Jul 10, 2026
Mar 29, 20231 then
RAUM +22% over the last fiscal year+31% a year over threeIARs 5 to 3
Practice profile
derived from the filing of Jul 10, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RIA with heavy alternatives · a wealth manager whose private fund gross assets are at least 25 percent of RAUM, or five or more private funds
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $117MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 18derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $9.1MderivedHNW RAUM over HNW clients
- Average account
- $2.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%derivedbetween the last two annual amendments
- Advisor growth, one year
- -20%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +13%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 5.G
- Custody
- $411M, 90 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$575M99%
- Individuals$7.4M1.3%
- Individual clients
- 25reported
- HNW clients
- 63reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 244reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $411M for 90 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Kamden Deane KanalyCertified Financial Planner | Houston, Tx | Jun 20, 2019 | 19 y | 2 |
| Christie Gayle Kennimer | Houston, Tx | Aug 29, 2019 | 17 y | 1 |
| Christiaan Jonas Graf | Houston, Tx | Apr 6, 2021 | 22 y | 3 |
| Jill Marie Naponic | Houston, Tx | Mar 20, 2025 | 14 y | 0 |
| Emily Susan Ashton | Houston, Tx | Aug 21, 2026 | 13 y | 4 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Emily Susan Ashton to Ameritas Advisory Services, LLCApr 17, 2025 · RIA to affiliated broker-dealer or bank
Joined, latest
- Emily Susan Ashton from Ameritas Advisory Services, LLCAug 21, 2026 · Affiliated broker-dealer or bank to independent RIA
- Christiaan Jonas Graf from Mercer Global Advisors Inc.Apr 6, 2021 · RIA to RIA
- Christie Gayle Kennimer from Mercer Global Advisors Inc.Aug 29, 2019 · RIA to a newly registered adviser
- Kamden Deane Kanaly from Mercer Global Advisors Inc.Jun 20, 2019 · RIA to a newly registered adviser
- Emily Susan Ashton from Northwestern Mutual Investment Services,LLCMay 28, 2019 · Other
Private funds
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Kdk Real Estate Opportunity Fund I, LP | Real Estate Fund | $10.6M | 36 | Mar 27, 2024 |
| Kdk Real Estate Opportunity Fundno longer reported | Real Estate Fund | $7.3M | 27 | Mar 29, 2023 |
| Kdk Highcrest Opportunities Fund I, LP | Other Private Fund | $4.0M | 20 | Mar 27, 2024 |
| Kdk Energy Fund I, LP | Other Private Fund | $2.7M | 12 | Mar 27, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Deane Kamden Kanaly · Manager/Chief Compliance Officercontrolsince 05/2018 · owns less than 5%
- Deane Kamden Kanaly · Trusteecontrolsince 05/2018 · owns 75% or more of Kamden D. Kanaly 1992 Gift Trust
Entity owners
- Kamden D. Kanaly 1992 Gift Trust · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- Kamden Deane Kanalypooled vehicle sponsory
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Houston, Tx · principal | 5 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 4 to 3Apr 29, 2026 to Jul 10, 2026
- Employees · 8 to 7Apr 29, 2026 to Jul 10, 2026
- State-registered IARs · 4 to 3Apr 29, 2026 to Jul 10, 2026
- Accounts · 208 to 244Oct 31, 2025 to Mar 26, 2026
- HNW clients · 54 to 63Oct 31, 2025 to Mar 26, 2026
- Individual clients · 24 to 25Oct 31, 2025 to Mar 26, 2026
- Assets in custody · $316M to $411MOct 31, 2025 to Mar 26, 2026
- Employees · 6 to 8Oct 31, 2025 to Mar 26, 2026
- Discretionary RAUM · $474M to $581MOct 31, 2025 to Mar 26, 2026
- HNW RAUM · $469M to $575MOct 31, 2025 to Mar 26, 2026
- Individual RAUM · $7.4M to $7.4MOct 31, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $4.5M to $4.0MOct 31, 2025 to Mar 26, 2026
- RAUM · $479M to $585MOct 31, 2025 to Mar 26, 2026
- Advisory employees · 5 to 4Apr 17, 2025 to Aug 27, 2025
- State-registered IARs · 5 to 4Apr 17, 2025 to Aug 27, 2025
- Private funds · 4 to 5Apr 17, 2025 to Aug 27, 2025
- Accounts · 192 to 208Nov 1, 2024 to Apr 17, 2025
- Advisory employees · 4 to 5Nov 1, 2024 to Apr 17, 2025
- HNW clients · 50 to 54Nov 1, 2024 to Apr 17, 2025
- Individual clients · 22 to 24Nov 1, 2024 to Apr 17, 2025
- Assets in custody · $275M to $316MNov 1, 2024 to Apr 17, 2025
- Employees · 5 to 6Nov 1, 2024 to Apr 17, 2025
- Financial planning clients · unset to Nov 1, 2024 to Apr 17, 2025
- Private funds · 3 to 4Nov 1, 2024 to Apr 17, 2025
- Discretionary RAUM · $356M to $474MNov 1, 2024 to Apr 17, 2025
- HNW RAUM · $352M to $469MNov 1, 2024 to Apr 17, 2025
- Individual RAUM · $5.8M to $7.4MNov 1, 2024 to Apr 17, 2025
- Non-discretionary RAUM · $4.1M to $4.5MNov 1, 2024 to Apr 17, 2025
- RAUM · $360M to $479MNov 1, 2024 to Apr 17, 2025
- Advisory activities · 6 to 4May 1, 2024 to Nov 1, 2024
- Accounts · 183 to 192Sep 5, 2023 to Mar 27, 2024
- HNW clients · 43 to 50Sep 5, 2023 to Mar 27, 2024
- Individual clients · 24 to 22Sep 5, 2023 to Mar 27, 2024
- Assets in custody · $203M to $275MSep 5, 2023 to Mar 27, 2024
- Private funds · 1 to 3Sep 5, 2023 to Mar 27, 2024
- Discretionary RAUM · $257M to $356MSep 5, 2023 to Mar 27, 2024
- HNW RAUM · $253M to $352MSep 5, 2023 to Mar 27, 2024
- Individual RAUM · $6.0M to $5.8MSep 5, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $3.9M to $4.1MSep 5, 2023 to Mar 27, 2024
- RAUM · $261M to $360MSep 5, 2023 to Mar 27, 2024
Signals
4 dated events
- Emily Susan Ashton left Kdk Private Wealth Management for Ameritas Advisory Services, Llc (registered 2025-04-17)Apr 17, 2025 · Advisor changed firm · fact
- Kdk Private Wealth Management reported RAUM $478.8M, up 33% from $359.8M (2024-11-01 to 2025-04-17)Apr 17, 2025 · RAUM change · derived
- Kdk Private Wealth Management reported RAUM $260.9M, up 76% from $148.6M (2023-01-11 to 2023-03-29)Mar 29, 2023 · RAUM change · derived
- Kdk Private Wealth Management, Llc filed its initial SEC registration (Form ADV)Dec 18, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@kdkpwm.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- droberts@kdkpwm.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 713-391-8044reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/kdk-private-wealth-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- kdkpwm.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 713-391-8044reportedpublic record, Form ADV, Jul 10, 2026
- Contact form
- kdkpwm.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- kdkpwm.com/about-us/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $117Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Kdk Private Wealth Management is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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