Kamden Deane Kanaly

Employer firm

Kdk Private Wealth Management CRD 299583

$585M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• REPORTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 04/2017
  Kanaly Trust
  Houston, TX
• 05/2017 → 05/2018
  Mercer Global Advisors, Inc
  Houston, TX
• 01/2019 → Present
  Kdk Private Wealth Management
  Houston, TX
• 05/2018 → 05/2019
  Unemployed
  Houston, TX

Previous Registrations

• 2017-05-19 → 2018-05-15
  Mercer Global Advisors Inc.
  Houston, TX
• 2009-12-18 → 2012-03-28
  Morgan Stanley
  Houston, TX

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-10
• S63 Uniform Securities Agent State Law Examination
  2007-08-29

Designations

• Certified Financial Planner

Other Names

• Kamden Deane Kanaly
• Kamden D Kanaly