Kahn Financial Group is an SEC registered investment adviser organized as a corporation with a primary office location in Clearwater, FL. Its latest Form ADV filing, dated March 19, 2026, reports $123M in regulatory assets under management, 2 employees, and 402 accounts.
Assets Under Management
$123M
Employees
2
Offices
--
Total Clients
123
Primary office
CLEARWATER, FL
1700 MCMULLEN BOOTH RD., SUITE A-5, CLEARWATER, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.4% of total clients.
Top client categories% of clientsClients
1
Individuals
63.4%
78
2
HNWI
35.8%
44
3
Corporations
0.8%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$123Mas of March 19, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$123M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$123M
Total Accounts402
10Y AUM Change+$7M (+6.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee62:1
10Y Employee Change0 (0.0%)
* 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.