Kfa Private Wealth Group, LLC
KFA Private Wealth Group, LLC is a full-service independent wealth management and SEC-registered investment advisory firm headquartered in Tysons, Virginia, USA. Founded in 2015 by John Fennig, the firm focuses on providing comprehensive financial planning, investment management, and tax strategy services primarily for high-net-worth individuals and families, as well as those connected to professions in the arts. As of 2025, KFA employs about 10 people, all of whom serve as investment professionals. Their mission centers on delivering tailored fiduciary advice, building trusted relationships, and guiding clients toward long-term financial comfort and confidence.
Investment Strategy
KFA Private Wealth Group operates as an independent fiduciary, providing customized wealth management solutions that prioritize each client's needs, values, and long-term financial objectives. The firm's approach is centered on holistic financial planning, tax-efficient investing, and personal relationship-building. They avoid one-size-fits-all products, instead coordinating a full spectrum of financial, investment, and tax-planning strategies that encompass maximizing savings, achieving financial independence, reducing tax liabilities, and securing clients' financial legacies. KFA predominantly serves affluent households, professionals, and individuals in artistic fields, aiming to relieve financial stress and enable clients to focus on their passions.
Top Holdings
Equity Positions (137)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 18.45% | $64.6M | 96,483 | $431.71 | $669.30 | +$4.4M |
F FBCG | FIDELITY COVINGTON TRUST | 13.69% | $47.9M | 893,499 | $43.34 | $53.66 | +$7.0M |
F FBND | FIDELITY MERRIMACK STR TR | 4.54% | $15.9M | 343,571 | $45.44 | $46.24 | +$2.5M |
I IJH | ISHARES TR | 3.69% | $12.9M | 197,945 | $53.36 | $65.26 | +$1.1M |
I IEMG | ISHARES INC | 3.42% | $12.0M | 181,850 | $56.24 | $65.92 | +$2.4M |