AUMdb

Kane Capital Advisors Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 343226 · · www.kanecapitaladvisors.com
☆ Save with Pro ADV data as of Sep 08, 2026
Regulatory AUM
$304K
Discretionary
$304K
Clients
9
Avg AUM / client
$33.7K
Accounts
20
Employees
1

AUM over time

$0 $304K
Aug 6, 2026 Sep 8, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Sep 08, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 9 $304K 100.0%

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • • Percentage of assets under management
  • • Hourly charges

Services

  • • Financial planning services
  • • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 08, 2026.

View current Form ADV (SEC/IAPD) ↗