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 a privately owned investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves both individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its stated advisory work centers on portfolio management for individuals and small businesses and includes pension consulting services. Public filings indicate a clear tilt toward equity investments rather than an ESG-driven mandate.

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

ALEX LANZKOWSKY
Managing DirectorCRD 7288460
Jake Davidson
Investment Adviser RepresentativeCRD 6857079
DREW COHEN
Managing DirectorCRD 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

Similar firms

BELAY INVESTMENT GROUP, LLC

SHERMAN OAKS, CA

AUM $427MTEAM 16REPS 3

HIGHLINE WEALTH PARTNERS

SHERMAN OAKS, CA

AUM $908MTEAM 17REPS 17

KATAM HILL LLC

SHERMAN OAKS, CA

AUM $42.4MTEAM 1REPS 1

SHUCHA WEALTH MANAGEMENT LLC

SHERMAN OAKS, CA

AUM $12.6MTEAM 1REPS 1

HIGHLINE ASSET MANAGEMENT, LLC

SHERMAN OAKS, CA

AUM $10.7MTEAM 3REPS 2

KB PRIVATE WEALTH MANAGEMENT GROUP

SHERMAN OAKS, CA

AUM $6.6MTEAM 1REPS 1

More RIAs in SHERMAN OAKS →All California RIAs →