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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Quantum timber
- Established Date
- 06-25-2024
- Office Locations
- 1
Office Locations
About KV Financial Advice LLC
KV Financial Advice LLC is an independent, fee-only fiduciary RIA based in metro Atlanta serving clients nationwide. Founder Kyle Kvalheim, CFP (since 2011), provides comprehensive financial planning and investment advice, including cash-flow and tax-aware planning, insurance/beneficiary reviews, and portfolio transition plans to reduce complexity, fees, and tax drag with a long-term, non-trend-driven approach. Currently at capacity and not taking new clients until 2026.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KYLE KVALHEIM
Chief Compliance Officer, FOUNDER
- CRD
- #6374100
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,566,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,566,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,566,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $607,523,921 | 26.0% |
| Municipal Bonds | $1,254,770,560 | 53.7% |
| Cash | $474,335,985 | 20.3% |
| Total | $2,336,630,466 | 100.0% |