KFA Private Wealth Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 51–100 clients last fiscal year.
KFA Private Wealth Group reports 823 clients. They include 585 individual clients, 229 high-net-worth individuals, and 7 pension and profit-sharing plans. Of its assets, 73.2% ($608M across 2,517 accounts) are managed with discretion; $222M across 762 accounts are not. A wrap fee program the firm both sponsors and manages holds $1.66B. It advised 51 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 26% |
| High-net-worth individuals | 28% | 71% |
| Pension and profit-sharing plans | <1% | 1% |
| Charitable organizations | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 585 | $218M | 26.3% | $373K |
| High-net-worth individuals | 229 | $590M | 71.1% | $2.58M |
| Pension and profit-sharing plans | 7 | $11.3M | 1.4% | $1.62M |
| Charitable organizations | Fewer than 5 | $10.2M | 1.2% | $5.12M |
| Total | 823 | $830M | 100% | — |
- Clients
- 585
- Regulatory AUM
- $218M
- AUM share
- 26.3%
- Avg. per client
- $373K
- Clients
- 229
- Regulatory AUM
- $590M
- AUM share
- 71.1%
- Avg. per client
- $2.58M
- Clients
- 7
- Regulatory AUM
- $11.3M
- AUM share
- 1.4%
- Avg. per client
- $1.62M
- Clients
- Fewer than 5
- Regulatory AUM
- $10.2M
- AUM share
- 1.2%
- Avg. per client
- $5.12M
Total
- Clients
- 823
- Regulatory AUM
- $830M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 51
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
KFA Private Wealth Group charges up to 1.50% a year for its Investment Management and Wealth Management. The fee is billed in arrears and is negotiable.
Fee details and sources
John Fennig owns 75% or more of KFA Private Wealth Group. The leadership team of KFA Private Wealth Group includes Chief Compliance Officer John Fennig. It has 11 employees.
Leadership
John FennigManaging Member & Chief Compliance Officer
Investment adviser representatives
11 representatives listed in the SEC register as of 9 October 2026.
Staff
- 11 employees
- 11 in advisory functions
- 11 state-registered reps
- 6 insurance agents
- Owns 75% or more of Kfa Private Wealth Group, LLC
John Fennig
Control person · since March 2022
KFA Private Wealth Group’s regulatory assets grew 1.5× from $542M (March 2021) to $830M (March 2026); clients were 823 in both filings and employees fell from 15 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $830M | 823 | 11 | 1 |
| March 2025 | $676M | 796 | 10 | 1 |
| March 2024 | $784M | 985 | 12 | 1 |
| April 2023 | $626M | 961 | 12 | 1 |
| March 2022 | $680M | 944 | 10 | 1 |
| March 2021 | $542M | 827 | 15 | 1 |
Besides its headquarters, KFA Private Wealth Group has 0 offices, with 1 listed address in Virginia.
Virginia · 1 listed address
- 8350 Broad St., Suite 220, TysonHQ
Contact and registration details
- Legal name
- Kfa Private Wealth Group, LLC
- Headquarters
- 8350 Broad St., Suite 220, Tyson, VA 22102-5151
- Website
- kfaprivatewealthgroup.com
- Phone
- 571-386-2029
- @kfa-private-wealth-group
- SEC file
- 801-106726
- Founded
- 2015
- Structure
- Delaware LLC
- Fiscal year end
- December
KFA Private Wealth Group uses Fidelity ($809M) as custodian for its separately managed accounts. KFA Private Wealth Group has custody of $12.6M in client assets for 34 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $809M100%
At year end, KFA Private Wealth Group’s separately managed accounts were mostly in funds (79%) and stocks (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $415M across 150 positions; the largest are iShares TR (16.7%), Fidelity Covington Trust (15.8%) and Fidelity Merrimack Str TR (5.2%).
What the accounts hold
- Stocks10%
- Funds79%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash8%
Reported 13F holdings
- $415M
- Reported 13F value
- 150
- Positions
- 59.5%
- In the 10 largest
- −0.3%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF16.7%
- Fidelity Covington Trust · Blue Chip Grwth15.8%
- Fidelity Merrimack Str TR · Total BD ETF5.2%
- iShares TR · Trust Ishare 0-14.0%
- iShares Inc. · Core MSCI Emkt3.9%
- iShares TR · Core S&P Ttl Stk3.3%
- Vanguard Index Fds · Value ETF2.9%
- iShares TR · Core S&P Mcp ETF2.8%
- Vanguard Index Fds · Mid Cap ETF2.5%
- iShares TR · Core S&P Scp ETF2.4%
Together, the ten largest are 59.5% of reported value.
How many clients does KFA Private Wealth Group have?
KFA Private Wealth Group has 823 clients and manages $830 million for them, as of March 2026. They include 585 individual clients, 229 high-net-worth individuals, and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does KFA Private Wealth Group offer?
KFA Private Wealth Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does KFA Private Wealth Group charge?
KFA Private Wealth Group charges up to 1.50% a year for its Investment Management and Wealth Management. The fee is billed in arrears and is negotiable.
Source: KFA PRIVATE WEALTH GROUP WRAP PROGRAM, filed 25 March 2026
Which custodians does KFA Private Wealth Group use?
KFA Private Wealth Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $809M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does KFA Private Wealth Group have?
KFA Private Wealth Group has 11 investment adviser representatives registered with state securities authorities, out of 11 employees, and 11 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does KFA Private Wealth Group invest in?
At the end of its last fiscal year, KFA Private Wealth Group’s separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 8% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns KFA Private Wealth Group?
KFA Private Wealth Group’s direct owner is John Fennig (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does KFA Private Wealth Group get paid?
KFA Private Wealth Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact KFA Private Wealth Group?
KFA Private Wealth Group’s main office is at 8350 Broad St., Suite 220, Tyson, VA 22102-5151. Its phone number is 571-386-2029. Its website is kfaprivatewealthgroup.com.