KFA PRIVATE WEALTH GROUP, LLC

HTTP://WWW.KFAPWG.COM VIENNA, VA Investment Advisor How do I update this listing?

KFA Private Wealth Group is based out of Vienna. KFA Private Wealth Group is a large advisory firm with 719 clients and discretionary assets under management (AUM) of $283,044,382 (Form ADV from 2020-05-13). Their last reported 13F filing for Q2 2020 included $104,006,000 in managed 13F securities and a top 10 holdings concentration of 73.55%. KFA Private Wealth Group's largest holding is iShares Core S&P 500 ETF with shares held of 84,750. Whalewisdom has at least 3 13F filings

Download 13F Summary to Excel Create Email Alert

06/30/2020

13F Activity

  • Market Value $104.006 Million
  • Prior Market Value $84.52 Million
  • New Purchases8 stocks
  • Additional Purchases21 stocks
  • Sold out of8 stocks
  • Reduced holdings in19 stocks
  • Top 10 Holdings % 73.55 %
  • Turnover % [1]:32.00%
  • Turnover Alt % [2]: 20.37 %
  • Time Held Top20:1.55 quarters
  • Time Held Top10:1.50 quarters
  • Time Held All:1.70 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 20.53%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

KFA PRIVATE WEALTH GROUP, LLC
8000 TOWERS CRESCENT DRIVE SUITE 1250
VIENNA VA    22182
Country: United States

Business Phone: (703) 462-9475
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 15
Other Business Activities: accountant or accounting firm
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 719
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

KFA PRIVATE WEALTH GROUP, LLC

ownership team - last updated 2020-05-13
Name Title Start Date Direct/Indirect % Ownership
KONOPASKE, GREGG, SCOTT CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER 10/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CORA ADVISORS, LLC CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER direct 2015-10-01
FENNIG, JOHN, ROBERT MANAGING MEMBER 10/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CORA ADVISORS, LLC MANAGING MEMBER direct 2015-10-01

KFA PRIVATE WEALTH GROUP, LLC

ownership team - last updated 2020-02-20
Name Title Start Date Direct/Indirect % Ownership

KFA PRIVATE WEALTH GROUP, LLC

ownership team - last updated 2019-03-12
Name Title Start Date Direct/Indirect % Ownership
KONOPASKE, GREGG, SCOTT CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER 10/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CORA ADVISORS, LLC CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER direct 2015-10-01
FENNIG, JOHN, ROBERT MANAGING MEMBER 10/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CORA ADVISORS, LLC MANAGING MEMBER direct 2015-10-01

KFA PRIVATE WEALTH GROUP, LLC

ownership team - last updated 2018-10-10
Name Title Start Date Direct/Indirect % Ownership
KONOPASKE, GREGG, SCOTT CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER 10/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CORA ADVISORS, LLC CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER direct 2015-10-01
FENNIG, JOHN, ROBERT MANAGING MEMBER 10/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CORA ADVISORS, LLC MANAGING MEMBER direct 2015-10-01

KFA PRIVATE WEALTH GROUP, LLC

ownership team - last updated 2017-02-10
Name Title Start Date Direct/Indirect % Ownership
KONOPASKE, GREGG, SCOTT CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER 10/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CORA ADVISORS, LLC CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER direct 2015-10-01
FENNIG, JOHN, ROBERT MANAGING MEMBER 10/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CORA ADVISORS, LLC MANAGING MEMBER direct 2015-10-01

Elevate your investments