Kdi Capital Partners, LLC
Kdi Capital Partners, LLC (CRD# 137092) is a financial advisory firm headquartered in Raleigh, NC. They manage $349,739,000 in 53 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management350MILLION
-
Total Number of Accounts53ACCOUNTS
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Average Account Value$6,598,849
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- 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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC
Financial Advisors at Kdi Capital Partners, LLC
No Advisor Found.
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