K
KDWALLSTREET Investment Advisor LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,359,443
Clients
91
22% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
91
Very HighAverage account size
$311,642
About
KDWallStreet provides investment supervisory services and financial planning primarily to individual clients, and also offers fiduciary guidance for employer-sponsored retirement plans. The firm manages approximately $28.4 million for about 91 clients and may distribute newsletters and special reports to clients and non-clients (no subscription service is currently active).
The firm follows a fiduciary, probability-based approach that combines strategic asset allocation with tactical tools such as hedging, market-exit rules, and options strategies; it also offers direct indexing, structured products, and protected-index ETFs as part of its portfolio toolkit. KDWallStreet describes a “cash-need bucket” framework to align time-based liquidity needs with different risk profiles and may use derivatives in separately managed accounts for income or protection.
What distinguishes KDWallStreet from many peers is the mix of service lines and affiliations: the advisory business operates on a fee basis, while the principal also owns affiliated tax/accounting and mortgage businesses and holds a life and health insurance license, and may receive commissions or fees through those related entities. The firm also emphasizes customizable direct-indexing (including faith-based or “morally clean” screens) and the active use of options and structured products in client portfolios, features that are less common among similar supported firms.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Expertise
Options & derivatives strategies
Retirement income strategy
Occupation focus
Retired
Demographic focus
Christian Faith Based
Fee options
Flat fees for financial planning services when provided separately
1.75% annually (base fee, negotiable)
Commission on insurance products only through related business (not investment advisory products)
Hourly fees for financial planning services when provided separately
Fee-only: Fee-only financial planning and investment management; no commissions on investment products
Main office location
KDWALLSTREET Investment Advisor LLC
6540 Sw 10 Th Ave, Ste 102
Topeka KS 66615, United States
Number of offices
1
Most active in
KDWALLSTREET Investment Advisor LLC has reported serving >5 clients in these states in the last 12 months.
Kansas · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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