K
$830.0M Total AUM
$607.8M Disc. AUM
6.0% 3Y CAGR
11 Employees
874 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Summit valueMatrix
- Established Date
- 10-02-2015
- Office Locations
- 3
Office Locations
8350 Broad St. Suite 220 Tyson VA
-- Chevy Chase MD
-- Cranford NJ
About KFA Private Wealth Group, LLC
KFA Private Wealth Group provides private wealth management for high-income earners, integrating tax filing, tax strategy, and holistic financial planning. The team supports equity-compensation and self-employed/small business clients with tax-efficient investment strategies, cash-flow and long-term planning. Custodied with Fidelity/NFS.
Team overview
33 AVG AGE
$75.5M AVG AUM / ADVISOR
$949.6K AVG AUM / CLIENT
8.1 yrs AVG TENURE
11 Employees
11 Advisory Reps
11 RIA Reps
10yrs Firm Age
Insights
Request access to benchmark trends tied to signal.
Open the full profile to inspect shifts in delta element.
Open the full profile to inspect shifts in matrix delta.
Unlock to compare peer behavior around ember bridge.
Upgrade to reveal position-level detail across alpha legacy.
Request access to benchmark trends tied to oak.
Open the full profile to inspect shifts in vector north.
Unlock to see real insight on oak ridge.
Asset Classes
Beacon glacier Fusion capital
Client Personas
Ridge optima Ridge glacier
CRM
Ember
Custodian
Value wave Ember Harbor Focus north Fusion alpha Unison glacier Wave
Investment Themes
Foundation radial Oak Insight timber Harbor Meridian Ridge unison
Investment Vehicles
Eagle radial Timber
Platform
Radial
Services
Horizon north Oak foundation Ember signal Alpha Bridge Radial momentum Pathway pathway Legacy Meridian atlas Insight Atlas
Technology
Vertex signal Legacy delta
Owner & Executives
John Robert Fennig Jr
Chief Compliance Officer, Managing Member
- CRD
- #4534256
- Ownership
- 75% or more
(784) 335-2734
peak.signal@deltacapital.com
in linkedin.com/in/zenith-legacy
Showing 1 of 1 owners & executives
Unlock allContacts
K
Kevin John Deans
Financial Advisor, General Partner
- CRD
- #5083314
(920) 761-6212
unison.horizon@fusioncapital.com
in linkedin.com/in/pioneer-fusion
J
Jason Douglas Epps
Private Wealth Advisor
- CRD
- #4949698
(255) 853-5140
element.legacy@matrixcapital.com
in linkedin.com/in/fusion-zenith
V
Vector capital
Momentum ridge ridge
- CRD
- #44251
(318) 354-2685
bridge.optima@legacycapital.com
in linkedin.com/in/value-legacy
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $607,815,924 | $241,484 |
| Non-Discretionary | $222,134,662 | $291,515 |
| Total | $829,950,586 | $253,111 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $829,950,586
Public Funds:
23.2% Equity - Exchange:
11.4% Cash:
22.3% Corporate - Investment Grade:
24.2% Municipal Bonds:
11.7% U.S. Government/Agency:
7.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $964,641,685 | 23.2% |
| Equity - Exchange | $474,004,966 | 11.4% |
| Cash | $927,220,240 | 22.3% |
| Corporate - Investment Grade | $1,006,221,068 | 24.2% |
| Municipal Bonds | $486,478,781 | 11.7% |
| U.S. Government/Agency | $299,371,557 | 7.2% |
| Total | $4,157,938,297 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA VERTEX GLACIER | CAPITAL VITAL | GPB6RW8ZK | OCQ | 8.90% | $19,835,563 |
| FUSION PEAK | FUSION SUMMIT | WMKDS37AO | MNVNK | 8.45% | $27,841,013 |
| MATRIX FUSION | MATRIX LEGACY | P7S22M7CW | QTTMR | 5.15% | $78,316,201 |
| PRIME VALUE | HORIZON CATALYST | VZ1SVGDY3 | SUR | 6.49% | $34,521,657 |
| VECTOR SIGNAL RADIAL | VERTEX OPTIMA | 3T33KRB2K | OQFG | 0.76% | $69,135,361 |
| DELTA VECTOR BRIDGE | HARBOR FUSION | DWVHNOSUR | JUYH | 2.99% | $116,750,057 |
| SUMMIT VECTOR ATLAS | PRIME SUMMIT | 06ITU5MSL | YHRW | 5.52% | $9,148,336 |
| OPTIMA VERTEX | DELTA EMBER | 85O1XV0E2 | YZNY | 8.63% | $27,503,122 |