Kane Company Wealth Management, Inc.
Firm details
- Headquarters
- Johnston, Iowa
- CRD number
- 115756
- Registered since
- September 24, 2019
- Website
- www.kanecompanypc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.75%
- Individuals14.46%
- Charitable Organizations0.79%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kane Company Wealth Management, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 2019. The firm serves primarily individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its business activities include accounting services, and it charges clients through a mix of asset-based fees, hourly charges, and fixed-fee arrangements. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Jason Kane
Director of TradingCRD 6685445
Sarah Zimmerman
Tax and Financial AdvisorCRD 7058550
Steven Kane
Founding PrincipalCRD 4467286
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$130M in ETFs
4%
$5.1M
95%
$125M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $21.1M | 476,601 | 16.30% |
Location
Johnston, IA
Polk
Location
Johnston, IA
Headquartered in Johnston, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- Polk
- Address
- 8831 Thomas Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Successful Resource Management, Ltd.
RIAJohnston, IA
Simplified Planning And Investments
RIAJohnston, IA
Ooda Quantum Capital, LLC
RIAJohnston, IA
Paladin Wealth Partners
RIAClive, IA
Vivid Wealth Management, LLC
RIAWest Des Moines, IA
Wealth Advisors Group, LLC
RIACoralville, IA