KDWALLSTREET Investment Advisor LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$28,359,443
Total clients
91
22% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
91
Average account size
$311,642
About
KDWallStreet Investment Advisor LLC advises primarily individual clients, including high-net-worth households, and provides investment supervisory services and financial planning for about 91 client relationships with roughly $26.5 million in assets under management. The firm presents itself as fee-based for advisory services while also making available financial planning, periodic newsletters or special reports, and private placement opportunities for accredited investors.
Investment decisions combine strategic asset allocation with a cash‑needs “bucket” approach and use a mix of individual stocks, bonds, mutual funds, ETFs, structured products and option strategies. The adviser uses technical indicators and defined option and hedging trades to time exits and manage downside risk, and it discloses use of derivatives in separately managed accounts for income and protection.
What is distinctive about the firm is its combination of advisory services with affiliated financial businesses: an accounting/tax services entity, a mortgage company, and an insurance business whose licenseholder may receive commissions for insurance products. The brochure also notes sales or access to other financial products (including RIA insurance products, indexed annuity‑style structured notes and private placements) and the availability of custom “morally clean” screens, each of which is less common among peers of similar size.
Client services
Expertise
Fee options
Flat fees or fixed fees may be charged for financial planning; may include monthly or quarterly fixed fees
1.75% annually (base rate, negotiable)
Owner may receive commissions for insurance products unrelated to advisory services
Hourly fees for financial planning services when provided separately
Fee-only: Fee-only financial planning and investment management; no commissions on securities
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
Kansas · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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