KFA PRIVATE WEALTH GROUP, LLC
CRD #281678 SEC #801-106726 TYSON, VA 571-386-2029
SEC Registered
Total AUM
$676.3M
Discretionary
$420.9M
Employees
10
Clients
51
Accounts
2,816
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $676.3M | $420.9M | $255.4M | 10 | 51 |
| Feb 2025 | $784.5M | $512.3M | $272.2M | 12 | 56 |
| Mar 2024 | $784.5M | $512.3M | $272.2M | 12 | 56 |
| Oct 2023 | $625.9M | $388M | $237.8M | 12 | 69 |
| Aug 2023 | $625.9M | $388M | $237.8M | 12 | 69 |
| Apr 2023 | $625.9M | $388M | $237.8M | 12 | 69 |
| Mar 2023 | $625.9M | $388M | $237.8M | 12 | 69 |
| Oct 2022 | $680.2M | $427.7M | $252.5M | 10 | 46 |
| Mar 2022 | $680.2M | $427.7M | $252.5M | 10 | 46 |
| Mar 2021 | $542.3M | $325M | $217.3M | 15 | 45 |
| Oct 2020 | $457M | $283M | $174M | 15 | 31 |
| May 2020 | $457M | $283M | $174M | 15 | 31 |
| May 2020 | $457M | $283M | $174M | 15 | 31 |
| Feb 2020 | $457M | $283M | $174M | 15 | 31 |
| Mar 2019 | $355.7M | $212.1M | $143.5M | 10 | 35 |
| Oct 2018 | $353.6M | $200.8M | $152.8M | 9 | 0 |
| Mar 2018 | $353.6M | $200.8M | $152.8M | 10 | 0 |
| Feb 2017 | $258.2M | $119.5M | $138.7M | 10 | 700 |
| Aug 2016 | $244.6M | $104M | $140.6M | 10 | 513 |
| Jan 2016 | $189.2M | $85.8M | $103.4M | 10 | 513 |
| Oct 2015 | $0 | $0 | $0 | 10 | 0 |
| Sep 2015 | $0 | $0 | $0 | 9 | 0 |
DateMar 2025
Total AUM$676.3M
Discretionary$420.9M
Non-Disc.$255.4M
Employees10
Clients51
DateFeb 2025
Total AUM$784.5M
Discretionary$512.3M
Non-Disc.$272.2M
Employees12
Clients56
DateMar 2024
Total AUM$784.5M
Discretionary$512.3M
Non-Disc.$272.2M
Employees12
Clients56
DateOct 2023
Total AUM$625.9M
Discretionary$388M
Non-Disc.$237.8M
Employees12
Clients69
DateAug 2023
Total AUM$625.9M
Discretionary$388M
Non-Disc.$237.8M
Employees12
Clients69
DateApr 2023
Total AUM$625.9M
Discretionary$388M
Non-Disc.$237.8M
Employees12
Clients69
DateMar 2023
Total AUM$625.9M
Discretionary$388M
Non-Disc.$237.8M
Employees12
Clients69
DateOct 2022
Total AUM$680.2M
Discretionary$427.7M
Non-Disc.$252.5M
Employees10
Clients46
DateMar 2022
Total AUM$680.2M
Discretionary$427.7M
Non-Disc.$252.5M
Employees10
Clients46
DateMar 2021
Total AUM$542.3M
Discretionary$325M
Non-Disc.$217.3M
Employees15
Clients45
DateOct 2020
Total AUM$457M
Discretionary$283M
Non-Disc.$174M
Employees15
Clients31
DateMay 2020
Total AUM$457M
Discretionary$283M
Non-Disc.$174M
Employees15
Clients31
DateMay 2020
Total AUM$457M
Discretionary$283M
Non-Disc.$174M
Employees15
Clients31
DateFeb 2020
Total AUM$457M
Discretionary$283M
Non-Disc.$174M
Employees15
Clients31
DateMar 2019
Total AUM$355.7M
Discretionary$212.1M
Non-Disc.$143.5M
Employees10
Clients35
DateOct 2018
Total AUM$353.6M
Discretionary$200.8M
Non-Disc.$152.8M
Employees9
Clients0
DateMar 2018
Total AUM$353.6M
Discretionary$200.8M
Non-Disc.$152.8M
Employees10
Clients0
DateFeb 2017
Total AUM$258.2M
Discretionary$119.5M
Non-Disc.$138.7M
Employees10
Clients700
DateAug 2016
Total AUM$244.6M
Discretionary$104M
Non-Disc.$140.6M
Employees10
Clients513
DateJan 2016
Total AUM$189.2M
Discretionary$85.8M
Non-Disc.$103.4M
Employees10
Clients513
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0