Kdt Advisors, Llc
- Regulatory AUM
- $210M
- Discretionary
- $137M
- Clients
- 52
- Avg AUM / client
- $4.0M
- Accounts
- 60
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jun 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $851K | 0.4% |
| High net worth individuals | 26 | $65.9M | 31.3% |
| Corporations and other businesses | 21 | $144M | 68.3% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peter Colin Dowdeswell | Chief Executive Officer | Oct 2017 (9y) | Less than 5% | |
| Roger Roland Dowdeswell | Managing Member & Chief Compliance Officer | Oct 2017 (9y) | 10% – 25% | |
| Colin Dowdeswell | Registered representative | Mar 2021 (5y) | ||
| Timothy Donald Dowdeswell | Registered representative | CFA | Jun 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kdt Investment Advisors, Ltd | Managing Member | Oct 2017 | A | 75% or more |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/04/2026 | 998 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $189M (90% of AUM) Jun 2026
- Safra Securities Llc $25.1M (11% of AUM) Sep 2025
- UBS $12.1M (39% of AUM) Oct 2018
- Sg Kleinwort Hambros Bank Limited $10.4M (13% of AUM) Mar 2023
- Pershing $7.9M (79% of AUM) Jun 2018
- Canaccord Genuity Wealth Management (Usa) Inc. $5.5M (18% of AUM) Jan 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 04, 2026.
View current Form ADV (SEC/IAPD) ↗