Davidson Kahn Capital Management, LLC

RIASEC RegisteredEst. 2024

Total AUM

$415M

Discretionary

$415M

100% of AUM

Avg account

$523K

Accounts

795

Employees

4

Advisory reps

3

Firm details

Headquarters: Sherman Oaks, California
CRD number: 290062
Registered since: April 11, 2024
Website: www.davidsonkahn.com
Custodians: CHARLES SCHWAB & CO., INC., PRINCIPAL SECURITIES, INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM
Client types: HNWI72.75%
Individuals24.25%
Pension & Profit Sharing Plans1.99%
Corporations / Businesses0.93%
Other Investment Advisers0.05%
Services: Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Davidson Kahn Capital Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered in 2024. The firm charges clients on a percentage-of-AUM basis and serves both individual/family and institutional clients. Its advisory work centers on portfolio management for individuals and small businesses, with additional pension consulting services. The firm does not position itself as an ESG-focused investor and is not described as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities52%
Public Funds/Mutual Funds29%
US Government Bonds15%
Investment Grade Corp Bonds3%
Cash & Cash Equivalents1%

Contacts

3 of 3

Jake Davidson
Investment Adviser RepresentativeCRD 6857079
Alex Lanzkowsky
Managing DirectorCRD 7288460
Drew Cohen
Managing Director, Portfolio ManagerCRD 6671788

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Sherman Oaks, CA

Los Angeles

Location

Sherman Oaks, CA

Headquartered in Sherman Oaks, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area: Los Angeles-Long Beach, CA
Region: West
County: Los Angeles
Address: 14011 Ventura Blvd
Time zone: PT (UTC-8)
Office locations

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