Kanan Advisors

Overview

Kanan Advisors is an independent, owner-operated registered investment advisory firm organized as a limited liability company that serves individuals and families. The firm combines financial planning with portfolio management for individuals and small businesses and also offers pension consulting and the selection of third‑party advisers. Kanan operates as a capital allocator: it constructs portfolios that blend public mutual funds with allocations to third‑party alternative fund managers rather than relying exclusively on in‑house product manufacturing. Fee arrangements are flexible and include a percentage-of-AUM model as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and maintains a single-state operating footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices