Kfa Private Wealth Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tyson, VA. Its latest Form ADV filing, dated March 25, 2026, reports $830M in regulatory assets under management, 11 employees, and 3,279 accounts.
Assets Under Management
$830M
Employees
11
Offices
--
Total Clients
823
Primary office
TYSON, VA
8350 BROAD ST., SUITE 220, TYSON, VA, United States
Top client segmentIndividuals represent 71.1% of total clients.
Top client categories% of clientsClients
1
Individuals
71.1%
585
2
HNWI
27.8%
229
3
Pension Plans
0.9%
7
4
Charitable
0.2%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$830Mas of March 25, 2026
Discretionary73.2%
$608M
73% of total RAUM73.2%
Non-discretionary26.8%
$222M
27% of total RAUM26.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$830M
Total Accounts3,279
10Y AUM Change+$572M (+221.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee75:1
10Y Employee Change+1 (+10.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.