Kane Company Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Johnston, IA. Its latest Form ADV filing, dated April 2, 2026, reports $285M in regulatory assets under management, 5 employees, and 717 accounts.
Assets Under Management
$285M
Employees
5
Offices
--
Total Clients
198
Primary office
JOHNSTON, IA
8831 THOMAS AVENUE, SUITE 200, JOHNSTON, IA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.6% of total clients.
Top client categories% of clientsClients
1
Individuals
60.6%
120
2
HNWI
39.4%
78
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$285Mas of April 2, 2026
Discretionary99.6%
$283M
100% of total RAUM99.6%
Non-discretionary0.4%
$1M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$285M
Total Accounts717
10Y AUM Change+$176M (+161.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee40:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.