Asset manager · Princeton, NJ
KDT Advisors, LLC
SEC-registered investment adviser · CRD 289816 · SEC 801-111805
At a glance
KDT Advisors, LLC is an SEC-registered investment adviser based in Princeton, New Jersey, with $210 million in regulatory assets under management as of its Form ADV filed June 4, 2026. Its largest client group by assets is corporations or other businesses, and it reports 31 individual clients. By Form ADV it is a asset manager, ranked 2,091st of 3,218 asset managers and 11,995th of 17,210 SEC-registered advisers by assets.
Main office 929-293-1270kdtadvisors.comAs filed on Form ADV
- Regulatory AUM
- $210M
- Rank among asset managers
- #2,091 of 3,218
- Rank among all SEC RIAs
- #11,995 of 17,210
- Rank in New Jersey
- #269 of 392
- Individual clients
- 31
- High-net-worth clients
- 26
- Accounts
- 60
- Discretionary
- 65% of AUM
- Employees
- 5
- Advisory staff
- 3
- Offices
- 2
Owners and executives on its Form ADV
- Roger R. DowdeswellChief Compliance Officer
- Colin DowdeswellPrincipal
- Timothy D. DowdeswellPrincipal
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 21 | $144M | 68% |
| High-net-worth individuals | 26 | $66M | 31% |
| Individuals | 5 | $1M | <1% |
Disciplinary disclosures
KDT Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗kdtadvisors.com ↗
AtlasMembers
The full record on KDT Advisors, LLC
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, 8 years of filings
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- Growth over one, three and five years
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- Rank against 818 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does KDT Advisors, LLC manage?
KDT Advisors, LLC reports $210 million in regulatory assets under management across 60 accounts, 65% of it on a discretionary basis, on its Form ADV filed June 4, 2026.
What kind of firm is KDT Advisors, LLC?
KDT Advisors, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are KDT Advisors, LLC’s clients?
By assets, its largest client types are corporations or other businesses ($144 million, 21 clients); high-net-worth individuals ($66 million, 26 clients); individuals ($850,681, 5 clients).
Does KDT Advisors, LLC have any disciplinary history?
KDT Advisors, LLC 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 KDT Advisors, LLC’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 (2026-06-04), 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 →