Wealth manager, independent · Houston, TX
KDK Private Wealth Management
KDK Private Wealth Management, LLC · SEC-registered investment adviser · CRD 299583 · SEC 801-121062
At a glance
KDK Private Wealth Management is an SEC-registered investment adviser based in Houston, Texas, with $585 million in regulatory assets under management as of its Form ADV filed July 10, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 88 individual clients. By Form ADV it is a wealth manager, ranked 2,544th of 8,915 wealth managers and 7,196th of 17,210 SEC-registered advisers by assets.
Main office 713-391-8044kdkpwm.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $585M
- Rank among wealth managers
- #2,544 of 8,915
- Rank among all SEC RIAs
- #7,196 of 17,210
- Rank in Texas
- #461 of 1,081
- Individual clients
- 88
- High-net-worth clients
- 63
- Accounts
- 244
- Discretionary
- 99% of AUM
- Employees
- 7
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Kamden D. KanalyChairman/ceo
- Daniel A. RobertsChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 63 | $575M | 98% |
| Individuals | 25 | $7M | 1% |
| Other | 7 | $3M | <1% |
Private funds
KDK Private Wealth Management reports 5 private funds with $53M in gross assets: hedge funds, real estate funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
KDK Private Wealth Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗kdkpwm.com ↗
AtlasMembers
The full record on KDK Private Wealth Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 4,999 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does KDK Private Wealth Management manage?
KDK Private Wealth Management reports $585 million in regulatory assets under management across 244 accounts, 99% of it on a discretionary basis, on its Form ADV filed July 10, 2026.
What kind of firm is KDK Private Wealth Management?
KDK Private Wealth Management is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are KDK Private Wealth Management’s clients?
By assets, its largest client types are high-net-worth individuals ($575 million, 63 clients); individuals ($7 million, 25 clients); other ($3 million, 7 clients).
Does KDK Private Wealth Management manage private funds?
Yes. It reports 5 private funds with $53 million in gross assets, including hedge funds, real estate funds, other private funds.
Does KDK Private Wealth Management have any disciplinary history?
KDK Private Wealth Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is KDK Private Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-10), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →