Kamden D. Kanaly

KDK PRIVATE WEALTH MANAGEMENT

HOUSTON, TX 77057

Some features on this profile are disabled

CRD#: 5273910

Professional summary

Kamden Deane Kanaly, CFP®, who also goes by Kamden D Kanaly, is a registered financial advisor currently at KDK PRIVATE WEALTH MANAGEMENT located in Houston, Texas.

Kamden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kamden has worked at 4 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kamden D Kanaly

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) Kanaly 1992 Gift Trusts; Investment Related Yes Start Date:01/11/2011 Hours/month 3 Hours /month (during Market hours) 3 City: Houston State: Texas Country: United States of America Your Relationship Co-Trustee Nature of the company's business I am co-Trustee of several family trusts created in 1992 by my grandparents - after my father's passing in 2011. 2.) KMBD Investment Partners, LLC Investment Related; Yes Start Date: 07/01/2016 Hours /month 3 Hours /month (during Market hours) 3 City: Houston State: Texas Country:United States of America Your Relationship Managing Member Nature of the company's business This is a small entity setup by myself and three friends to invest in different deals we see come our way in Real Estate and Oil and Gas. I am not compensated as we are all 25% equal partners. Briefly describe your duties I coordinate tax prep services and help facilitate basic operation of the LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kamden Deane Kanaly's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

February 1, 2019 - Present

KDK PRIVATE WEALTH MANAGEMENT

Office #1: 1616 South Voss, Suite 810, Houston, TX 77057

RIA

CRD#: 299583

HOUSTON, TX

Past

May 19, 2017 - May 15, 2018

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Houston, TX

Past

December 18, 2009 - March 28, 2012

MORGAN STANLEY

RIA

CRD#: 149777

HOUSTON, TX

Past

October 26, 2009 - March 28, 2012

MORGAN STANLEY

CRD#: 149777

HOUSTON, TX

Past

June 1, 2007 - October 1, 2009

AMEGY INVESTMENTS, INC.

CRD#: 120145

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KDK PRIVATE WEALTH MANAGEMENT

KDK PRIVATE WEALTH MANAGEMENT | KDK PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 299583 / SEC#: 801-121062

RIA

Registered Investment Advisory firm - (5/24/2021 Approved)

Texas

Registered Investment Advisory firm - (3/27/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(2/1/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/10/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/29/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 12/21/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 5/31/2007

General Securities Representative Examination

Current Firm

KDK PRIVATE WEALTH MANAGEMENT

KDK PRIVATE WEALTH MANAGEMENT | KDK PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 299583 / SEC#: 801-121062

RIA

Registered Investment Advisory firm - (5/24/2021 Approved)

Texas

Registered Investment Advisory firm - (3/27/2025 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1616 South Voss Suite 800, Houston, TX 77057

Mailing Address

Phone number

(713) 391-8044

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR KDK PRIVATE WEALTH MANAGEMENT, LLC (10/31/2025)

Regulatory assets under management

Total Number of Accounts	208
AUM (Assets Under Management)	$ 478,826,455

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Troy Wootton

EDWARD JONES

IAR

Sugar Land, TX

Darren Dindinger

ALLWORTH FINANCIAL, L.P.

IAR

Orting, WA

Li-e Wang

TRANSAMERICA FINANCIAL ADVISORS, LLC

Houston, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kamden D. Kanaly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kamden Deane Kanaly's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERCER GLOBAL ADVISORS INC.

MORGAN STANLEY

MORGAN STANLEY

AMEGY INVESTMENTS, INC.

Primary Firm SEC Registration

KDK PRIVATE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/2009

Series 63

Date: 8/29/2007

Series 31

Date: 12/21/2009

Series 7

Date: 5/31/2007

Current Firm

KDK PRIVATE WEALTH MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KDK PRIVATE WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors