{
  "crd_number": 281678,
  "slug": "kfa-private-wealth-group-llc-tyson-va-281678",
  "primary_business_name": "KFA PRIVATE WEALTH GROUP, LLC",
  "legal_name": "KFA PRIVATE WEALTH GROUP, LLC",
  "dbas": [],
  "city": "Tyson",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47900",
  "metro": {
    "cbsa_code": "47900",
    "common_name": "Washington",
    "msa_name": "Washington-Arlington-Alexandria, DC-VA-MD-WV",
    "path": "/advisors/dc/washington"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-10-02",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 829950586.0,
  "raum_discretionary": 607815924.0,
  "raum_non_discretionary": 222134662.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 11,
  "advisory_employees": 11,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 10246320.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 218462771.0,
      "count": 585
    },
    "pension_profit_sharing": {
      "raum": 11332148.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 589909347.0,
      "count": 229
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "DC",
    "DE",
    "FL",
    "GA",
    "MD",
    "MI",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://facebook.com/KFA-Private-Wealth-Group-103506504989373",
    "https://kfapwg.com",
    "https://linkedin.com/company/kfa-private-wealth-group",
    "https://linkedin.com/in/charles-gibbons-19668510b",
    "https://linkedin.com/in/daniel-weinstein-cfp%C2%AE-373014a8",
    "https://linkedin.com/in/fennigcfp",
    "https://linkedin.com/in/jasondepps",
    "https://linkedin.com/in/kevin-deans-crpc%C2%AE-74246b3",
    "https://linkedin.com/in/michael-rettinger-cfp?-crpc%3F-056590%2F=",
    "https://linkedin.com/in/nsullivan2",
    "https://linkedin.com/in/patpattersoncrpc",
    "https://linkedin.com/in/terry-weimer-72b7076",
    "https://linkedin.com/in/tricia-lepofsky",
    "https://youtube.com/@KFAPrivateWealthGroup"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281678",
  "city_as_filed": "TYSON",
  "url": "https://advisorcensus.com/firm/kfa-private-wealth-group-llc-tyson-va-281678",
  "display_name": "KFA Private Wealth Group, LLC",
  "summary": "KFA Private Wealth Group, LLC is an SEC-registered investment advisory firm in Tyson, VA, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. KFA Private Wealth Group, LLC (CRD 281678): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is KFA Private Wealth Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), KFA Private Wealth Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does KFA Private Wealth Group, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 states: Flat fee: $500 to $5,000 (financial planning and consulting services); Hourly rate: $100 to $400 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is KFA Private Wealth Group, LLC located?",
      "a": "KFA Private Wealth Group, LLC's principal office is in Tyson, VA, according to its Form ADV."
    },
    {
      "q": "Is KFA Private Wealth Group, LLC registered with the SEC or a state?",
      "a": "KFA Private Wealth Group, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281678."
    },
    {
      "q": "How much does KFA Private Wealth Group, LLC manage?",
      "a": "KFA Private Wealth Group, LLC reports $829,950,586 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (73% discretionary)."
    },
    {
      "q": "How have KFA Private Wealth Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for KFA Private Wealth Group, LLC: Regulatory assets under management: $542,296,881 in the October 2021 data and $829,950,586 in the October 2026 data, up 53%. Total employees: 15 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does KFA Private Wealth Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (585); high net worth individuals (229); pension and profit sharing plans (but not the plan participants or government pension plans) (7)."
    },
    {
      "q": "Which custodians does KFA Private Wealth Group, LLC use?",
      "a": "KFA Private Wealth Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does KFA Private Wealth Group, LLC report any disciplinary disclosures?",
      "a": "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/281678"
    },
    {
      "q": "Does KFA Private Wealth Group, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 says: \"KFA Private Wealth Group does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.\""
    },
    {
      "q": "What changed in KFA Private Wealth Group, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 10 to 11. Regulatory assets under management went from $676,281,899 to $829,950,586 (+23%). Registered or notice-filed in CO, MI, TN, WA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 542296881.0,
      "total_employees": 15,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 680237292.0,
      "total_employees": 10,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 625862397.0,
      "total_employees": 12,
      "filing_date": "2023-10-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 784477103.0,
      "total_employees": 12,
      "filing_date": "2024-03-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 676281899.0,
      "total_employees": 10,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 829950586.0,
      "total_employees": 11,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 10 to 11.",
        "Regulatory assets under management went from $676,281,899 to $829,950,586 (+23%).",
        "Registered or notice-filed in CO, MI, TN, WA."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in CO, MN, TN, WA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $500 to $5,000 (financial planning and consulting services)",
      "Hourly rate: $100 to $400 an hour (financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "KFA Private Wealth Group does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $5,000 (financial planning and consulting services)"
        ],
        "quotes": [
          "Our firm charges on an hourly or flat fee basis for financial planning and consulting services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Flat fees range from $500 to $5,000"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $100 to $400 an hour (financial planning and consulting services)"
        ],
        "quotes": [
          "Our firm charges on an hourly or flat fee basis for financial planning and consulting services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Flat fees range from $500 to $5,000 and hourly fees range from $100 to $400."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "financial planning and consulting services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 100.0,
          "max": 400.0,
          "period": "hour",
          "service": "financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "KFA Private Wealth Group does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.",
      "Our firm charges on an hourly or flat fee basis for financial planning and consulting services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Flat fees range from $500 to $5,000",
      "Our firm charges on an hourly or flat fee basis for financial planning and consulting services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Flat fees range from $500 to $5,000 and hourly fees range from $100 to $400."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/kfa-private-wealth-group-llc-tyson-va-281678.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 585,
      "fewer_than_5": false,
      "raum": 218462771.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 229,
      "fewer_than_5": false,
      "raum": 589909347.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 11332148.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 10246320.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281678",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}