SHERMAN OAKS, CACRD 290062Latest ADV April 27, 2026
Davidson Kahn Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sherman Oaks, CA. Its latest Form ADV filing, dated April 27, 2026, reports $415M in regulatory assets under management, 4 employees, 1 office, and 795 accounts.
Assets Under Management
$415M
Employees
4
Offices
1 office
Total Clients
252
Primary office
SHERMAN OAKS, CA
14011 VENTURA BLVD, SUITE 302, SHERMAN OAKS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.3% of total clients.
Top client categories% of clientsClients
1
HNWI
66.3%
167
2
Individuals
26.2%
66
3
Pension Plans
3.6%
9
4
Corporations
3.2%
8
5
Charitable
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$415Mas of April 27, 2026
Discretionary100.0%
$415M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$415M
Total Accounts795
10Y AUM Change+$312M (+302.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee63:1
10Y Employee Change+1 (+33.3%)
* 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.