KDK PRIVATE WEALTH MANAGEMENT, LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 299583). Regulatory assets under management: $584.6M.
Compensation: % of AUM, Performance.
Clients served: High net worth, Charities, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Thomas A Frank | MANAGER | Greenwich, CT |
| Kamden Deane Kanaly | CHAIRMAN/CEO; MANAGER/CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Christie Gayle Kennimer | OWNER | — |
| Daniel A Roberts | CHIEF COMPLIANCE OFFICER | — |
| THOMAS JAMES HENRY | MANAGER | — |
| MOORE DAVID J | PRESIDENT | — |
| KANALY KAMDEN DEANE | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; MANAGER/CHIEF COMPLIANCE OFFICER; MANAGER, CHIEF COMPLIANCE OFFICER, AND TRUSTEE OF THE KAMDEN D. KANALY 1992 GIFT TRUST (+2 more) | — |
| KANALY JEFFREY C | PREFERRED EQUITY INTEREST MEMBER; TRUSTEE OF THE KANALY DECEASED GRANTOR TRUST AND PREFERRED EQUITY INTEREST MEMBER | — |
| KANALY DEBORAH | PREFERRED EQUITY INTEREST MEMBER | — |
| PRESTIDGE JAMES H | MANAGER | — |
| PRESTIDGE SHERYL M | MANAGER; MEMBER | — |
| MOORE JACK | VICE PRESIDENT | — |
| BURNEY WILLIAM M | PREFERRED EQUITY INTEREST MEMBER | — |
| MEACHAM CHAD HARRIS | TRUSTEE OF THE BATES HARRIS LIVING TRUST U/T/A 06/21/17 | — |
| MEACHAM MARIAN BATES | TRUSTEE OF THE BATES HARRIS LIVING TRUST U/T/A 06/21/17 | — |
| NETTLES CHARLES M | TRUSTEE OF THE CHARLES NETTLES FAMILY EXEMPT TRUST | — |
| MCGUYER ANN CHAPMAN | MANAGING PARTNER | — |
| MCGUYER FRANK BARTLETT | MANAGING PARTNER | — |
| Daniel A. Roberts | CHIEF COMPLIANCE OFFICER | — |