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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-02-2015
- Office Locations
- 3
Office Locations
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.
Reported data analysis
What the numbers show
Between March 26, 2025 and March 25, 2026, reported AUM increased 22.7%, from $676.3M to $830.0M.
Across 5 reported observations, AUM increased 22.0% between October 3, 2022 and March 25, 2026, from $680.2M to $830.0M.
Of the latest reported AUM, 73.2% is discretionary and 26.8% is non-discretionary.
The firm reports 11 advisory representatives and 874 clients, or 79.5 clients per representative. That equates to $949.6K in reported AUM per client.
The profile lists 3 reported office locations and 10 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full KFA Private Wealth Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
John Robert Fennig Jr
Chief Compliance Officer, Managing Member
- CRD
- #4534256
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Kevin John Deans
Financial Advisor, General Partner
- CRD
- #5083314
Jason Douglas Epps
Private Wealth Advisor
- CRD
- #4949698
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $607,815,924 | $241,484 |
| Non-Discretionary | $222,134,662 | $291,515 |
| Total | $829,950,586 | $253,111 |
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Separately Managed Accounts
SMA allocation detail is available
KFA Private Wealth Group, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
KFA Private Wealth Group, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.