Kane Company Wealth Management, Inc.
● SEC registered since 2019CRD 115756SEC# 801-117373Johnston, IA
Reg. AUM
$284.7M
Employees
5
Accounts
717
Location
Johnston, IA
Kane Company Wealth Management, Inc. assets under management
Kane Company Wealth Management, Inc. is an SEC-registered investment adviser based in Johnston, IA. The firm has been registered since 2019. It reports $284.7 million in regulatory assets under management and employs 5 people.
Kane Company Wealth Management, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason James Kane Control | Chief Compliance Officer | Under 5% | 2026 |
| Jason James Kane Control | Vice President | Under 5% | 2024 |
| Kane Family Trust Control | Direct Owner | 50-75% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Kane Company Wealth Management, Inc. manage?
Kane Company Wealth Management, Inc. reports $284.7 million in regulatory assets under management on its Form ADV.
How many employees does Kane Company Wealth Management, Inc. have?
Kane Company Wealth Management, Inc. reports 5 employees.
Where is Kane Company Wealth Management, Inc. located?
Kane Company Wealth Management, Inc. is based in Johnston, IA and has been SEC-registered since 2019.
Does Kane Company Wealth Management, Inc. disclose fund performance?
Kane Company Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8831 Thomas Avenue, Suite 200, Johnston, IA 50131-8005 |
| Phone | 515-270-2727 |
| Fax | 515-270-1509 |
| Office hours | 8:00 a.m. - 4:00 p.m. (Cst) |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$284.7M▲ 29%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$284.7Mregulatory AUM
Discretionary $283.5MNon-discretionary $1.3M