Kahn Financial Group, Inc.
● SEC registered since 2021CRD 134802SEC# 801-121222Clearwater, FL
Reg. AUM
$122.6M
Employees
2
Accounts
402
Location
Clearwater, FL
Kahn Financial Group, Inc. assets under management
Kahn Financial Group, Inc. operates as an SEC-registered investment adviser based in Clearwater, FL. The firm has been registered since 2021. It reports $122.6 million in regulatory assets under management and employs 2 people.
Kahn Financial Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Bennett Kahn Control | President/Chief Compliance Officer | Over 75% | 1999 |
Frequently asked questions
How much does Kahn Financial Group, Inc. manage?
Kahn Financial Group, Inc. reports $122.6 million in regulatory assets under management on its Form ADV.
How many employees does Kahn Financial Group, Inc. have?
Kahn Financial Group, Inc. reports 2 employees.
Where is Kahn Financial Group, Inc. located?
Kahn Financial Group, Inc. is based in Clearwater, FL and has been SEC-registered since 2021.
Does Kahn Financial Group, Inc. disclose fund performance?
Kahn Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1700 McMullen Booth Rd., Suite A-5, Clearwater, FL 33759-2130 |
| Phone | 727-797-5551 |
| Fax | 727-797-5881 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$122.6M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$122.6Mregulatory AUM
Discretionary $0Non-discretionary $122.6M