Kane Capital Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 343226
- Website
- www.kanecapitaladvisors.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kane Capital Advisors LLC is an independent registered investment advisory firm organized as a limited liability company and owned by an individual. The firm primarily serves individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its fee arrangements include a percentage-of-AUM component alongside the option for hourly billing. Regulatory filings indicate Kane Capital is not structured as a multi-state adviser, does not act as a capital allocator, and does not identify as an active ESG investor or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- US Government Bonds10%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Sundial Capital Management, L.P.
RIAArlington, TX