Kdi Capital Partners, LLC

Kdi Capital Partners, LLC (CRD# 137092) is a financial advisory firm headquartered in Raleigh, NC. They manage $368,854,000 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    369
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $10,245,944
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Kdi Capital Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Peter M. Scott
CRD#: 5558802
4101 Lake Boone Trail, Ste 218, Raleigh, NC 27607
96
Wealthminder
score

Peter Scott (CRD# 5558802) is an Investment Advisor Representative working at Kdi Capital Partners, LLC in Raleigh, NC and has over 8 years of experience in the finance industry.

2
John C. Pitt
CRD#: 5375119
4101 Lake Boone Trail, Ste 218, Raleigh, NC 27607
93
Wealthminder
score

John Pitt (CRD# 5375119) is an Investment Advisor Representative working at Kdi Capital Partners, LLC in Raleigh, NC and has over 8 years of experience in the finance industry.

3
Todd D. Young
CRD#: 6500336
4101 Lake Boone Trail, Ste 218, Raleigh, NC 27607
87
Wealthminder
score

Todd Young (CRD# 6500336) is an Investment Advisor Representative working at Kdi Capital Partners, LLC in Raleigh, NC and has 1 year of experience in the finance industry.

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