Kahn Financial Group

Overview

Kahn Financial Group is an independent, corporation-structured registered investment adviser that began SEC registration in 2021 and is owned by an individual principal. The firm serves both individual/family and institutional clients and offers financial planning and portfolio management specifically geared toward individuals and small businesses. Compensation comes through a mix of percentage-of-AUM fees and fixed fees. The firm also operates as a registered representative of a broker-dealer and as an insurance broker, indicating it can deliver brokerage and insurance solutions alongside advisory services. Kahn Financial Group does not self-identify as an active ESG investor, is not a capital allocator to third-party alternative managers, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices