Overview
Assets Under Management: $215 million
Headquarters: SHERMAN OAKS, CA
High-Net-Worth Clients: 117
Average Client Assets: $2 million
Frequently Asked Questions
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290062), DAVIDSON KAHN CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC is headquartered in SHERMAN OAKS, CA.
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC serves 117 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, DAVIDSON KAHN CAPITAL MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC manages $215 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, DAVIDSON KAHN CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 117
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.85
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 534
Discretionary Accounts: 534
Regulatory Filings
CRD Number: 290062
Last Filing Date: 2025-01-29 00:00:00
Website: https://davidsonkahn.com