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- Custodian
- Broadridge ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2019
- Office Locations
- 1
Office Locations
About KDK Private Wealth Management
KDK Private Wealth Management is an independent Houston-based firm serving families in Texas and nationwide, providing highly tailored wealth planning and investment advice in a multi-family office setting. Investment exposures include ETFs and public funds alongside private funds and fixed income, with an emphasis on asset allocation and risk management. Custody includes Fidelity/NFS and the team leverages platforms such as Addepar and eMoney.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
KAMDEN DEANE KANALY
Chairman, Chief Executive Officer, Vice President
- CRD
- #5273910
- Ownership
- Less than 5%
DANIEL A. ROBERTS
Chief Compliance Officer
- CRD
- #2208120
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CHRISTIAAN JONAS GRAF
Managing Director, Private Wealth Advisor
- CRD
- #2913161
CHRISTIE GAYLE KENNIMER
Vice President
- CRD
- #4323792
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $580,669,391 | $2,535,674 |
| Non-Discretionary | $3,969,399 | $264,627 |
| Total | $584,638,790 | $2,396,061 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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