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Jill Marie Naponic

Investment adviser representative at Kdk Private Wealth Management
12 yearsExperience
1 stateRegistered in
$584.6MFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

12 years in the industry.

  1. Kdk Private Wealth Management, LLCJan 2025 to now
  2. Castle Hill Capital Partners Inc.Apr 2020 to Apr 2020
  3. Equus Financial Consulting LLCJul 2016 to Dec 2019
  4. Riverrock Group, LLC and Its Affiliates and SubsidiariesApr 2014 to Dec 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (TX).

Kdk Private Wealth Management

Legal name: Kdk Private Wealth Management, LLC

$584.6MAssets managed
95Clients
5Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6057542
Firm CRD
299583
Advisor's SEC record (opens in a new tab)
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