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KA FUND ADVISORS, LLC

HOUSTON, TX · CRD 141037 · IAPD ↗ · kaynefunds.com · 713-493-2020

$3.19BRegulatory AUM
10Advisory reps
38Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
March 2025 — KA FUND ADVISORS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
57
March 2025 — KA FUND ADVISORS, LLC reported RAUM up 37% ($2.38B -> $3.26B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2024 — KA FUND ADVISORS, LLC shrank from 23 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.