Kanten Financial Services

Overview

Kanten Financial Services is a small, independent registered investment adviser operating as a sole proprietorship and focused on individual and family clients as well as small businesses. The firm combines accounting services with financial planning and discretionary portfolio management. Its fee model includes a percentage-of-AUM component alongside hourly billing, which supports both ongoing portfolio oversight and project-based planning engagements. Investment activity skews equity‑centric: the firm reports a clear preference for exchange‑traded equities and structures client portfolios around liquid, listed instruments. Kanten Financial Services does not list itself as an active ESG investor and is not positioned as a multi‑state or institutional consultant; the practice reads as a local, hands‑on advisory catering to a small number of relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices