KAHN FINANCIAL GROUP

Overview

Kahn Financial Group is an independent registered investment adviser organized as a corporation and owned by an individual. The firm provides fee-based wealth management anchored on financial planning and portfolio management for individuals, families and small businesses. It operates in tandem with broker-dealer and insurance-broker activities, which means advisors at the firm can deliver advisory services while also maintaining broker-dealer and insurance relationships. Investment activity is concentrated in publicly traded pooled vehicles, with a clear preference for mutual funds and similar public funds as the primary building blocks of client portfolios. The firm is not positioned as a capital allocator running proprietary funds; it relies on external managers and mutual fund wrappers for most client exposures. Kahn Financial Group’s advisory model is predominantly non-discretionary, so the firm typically provides recommendations and implements portfolios with client consent rather than exercising broad discretionary trading authority. Fee arrangements combine a percentage-of-AUM structure with fixed fees, reflecting a hybrid approach that accommodates both traditional asset-based clients and fixed-fee planning or advisory engagements. The firm is not flagged as an active ESG investor and is not designated as a multi-state adviser under its most recent disclosures.

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Location & Offices