Overview
Assets Under Management: $123 million
Headquarters: CLEARWATER, FL
High-Net-Worth Clients: 44
Average Client Assets: $1.3 million
Frequently Asked Questions
KAHN FINANCIAL GROUP 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 #134802), KAHN FINANCIAL GROUP is subject to fiduciary duty under federal law.
KAHN FINANCIAL GROUP is headquartered in CLEARWATER, FL.
KAHN FINANCIAL GROUP serves 44 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, KAHN FINANCIAL GROUP offers financial planning and portfolio management for individuals. View all service details ↓
KAHN FINANCIAL GROUP manages $123 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, KAHN FINANCIAL GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.12%
Average Client Assets: $1.3 million
Total Client Accounts: 402
Non-Discretionary Accounts: 402
Regulatory Filings
CRD Number: 134802
Filing ID: 2063519
Last Filing Date: 2026-03-19 13:30:01