Kdk Private Wealth Management

KDK Private Wealth Management, LLC is a registered investment adviser offering financial planning, consulting, and investment management services. The firm was established in January 2019 and is primarily owned by Kamden D. Kanaly. As of December 31, 2024, the firm managed approximately $478.8 million in assets, with both discretionary and non-discretionary management options available. The firm's investment strategies include a mix of equities, fixed income, and alternative assets tailored to individual client risk tolerance and objectives. KDKPWM utilizes fundamental, technical, quantitative, cyclical, and behavioral finance methods of analysis. Clients have the ability to impose restrictions on their accounts, and the firm offers portfolio reporting services for an annual fee of up to 0.20%. KDKPWM recommends the use of National Financial Services LLC and Fidelity Brokerage Services LLC for custody and brokerage services. The firm may aggregate client orders for best execution and may receive economic benefits from Fidelity, which are disclosed to clients. KDKPWM has not been involved in any material legal or disciplinary events and does not compensate third-party solicitors for client referrals. The firm requires a minimum portfolio value of $5 million but may accept smaller portfolios based on specific criteria. Clients have the option to grant KDKPWM investment discretion and proxy voting authority. KDKPWM is committed to voting proxies in the best interest of clients and has established a Code of Ethics to guide its conduct.