# KDK PRIVATE WEALTH MANAGEMENT, LLC

KDK PRIVATE WEALTH MANAGEMENT, LLC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 299583
- Type: SEC-registered investment adviser
- SEC file number: 801-121062
- Location: 1616 SOUTH VOSS, SUITE 800, HOUSTON, TX, 77057
- Phone: 713-391-8044
- Latest filing: 2026-07-10
- Regulatory AUM: $584.6M
- Discretionary AUM: $580.7M
- Non-discretionary AUM: $4.0M
- Clients: 7
- Accounts: 244

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Charities, Investment cos, Other

## Officers, owners & control persons (19)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299583/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299583/similar
- Related entities: https://search.stillhousedata.com/firm/299583/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299583

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.