AdvisorCensus / Financial advisors / New Jersey / Trenton / KDT Advisors, LLC
KDT Advisors, LLC is an SEC-registered investment advisory firm in Princeton, NJ, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 4, 2026.
Quick answers
From the filingHow is KDT Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), KDT Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does KDT Advisors, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated June 4, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is KDT Advisors, LLC located?
KDT Advisors, LLC's principal office is in Princeton, NJ, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is KDT Advisors, LLC registered with the SEC or a state?
KDT Advisors, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289816.
How much does KDT Advisors, LLC manage?
KDT Advisors, LLC reports $210,388,247 in regulatory assets under management in its Form ADV filing dated June 4, 2026 (65% discretionary).
How have KDT Advisors, LLC's assets and staff changed since 2021?
In the Form ADV data for KDT Advisors, LLC: Regulatory assets under management: $54,400,000 in the October 2021 data and $210,388,247 in the October 2026 data, up 287%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does KDT Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (26); corporations or other businesses not listed above (21); individuals (other than high net worth individuals) (5).
Which custodians does KDT Advisors, LLC use?
KDT Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does KDT Advisors, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289816
What changed in KDT Advisors, LLC's recent Form ADV filings?
In the February 2026 filing data: Employees performing advisory functions went from 4 to 3.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1% of assets a year (the maximum the brochure states)
The brochure's wording
The maximum annual fee charged for this service will not exceed 1.00%. Fees to be assessed will be outlined in the advisory agreement to be signed by the client.
As stated in the firm's Form ADV Part 2A brochure dated June 4, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$210,388,247 as of October 2026, filing dated June 4, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (8 years)
- Employees
- Total: 5. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the July 2026 filing
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $210,388,247 | 5 | June 4, 2026 |
| October 2025 | $229,777,239 | 5 | June 4, 2025 |
| October 2024 | $143,350,000 | 5 | March 6, 2024 |
| October 2023 | $80,500,000 | 5 | March 8, 2023 |
| October 2022 | $89,100,000 | 4 | March 15, 2022 |
| October 2021 | $54,400,000 | 4 | February 19, 2021 |
Regulatory assets under management: $54,400,000 in the October 2021 data and $210,388,247 in the October 2026 data, up 287%.
Total employees: 4 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Employees performing advisory functions went from 4 to 3.
- December 2025
- Registered or notice-filed in NJ.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. KDT Advisors, LLC (CRD 289816): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/kdt-advisors-llc-princeton-nj-289816