KDT Advisors, LLC
SEC RegisteredFocusing on Building and Preserving Generational Wealth
About the firm
KDT is an independent investment advisor wholly owned by the founders and its clients. KDT offers global support and the convenience of a small family office that is personalized to client needs and driven by transparent, cost-effective investment strategies that protect and grow wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
KDT offers advisory services (guidance-based with investor authority over decisions), discretionary services (delegated transaction and decision-making per agreed mandate), and financial planning (goal-specific guidance including retirement planning, education funding, and managing legacy positions or inheritance).
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 5 | $851k |
| High Net Worth Individuals | 26 | $66M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of January 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KDT Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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