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KAHN FINANCIAL GROUP, INC., CRD 134802
CLEARWATER, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MICHAEL THOMAS CAREY | Certified Financial Planner | CLEARWATER, FL | 21 | 24 | n/a | yes |
| MICHAEL MCCARRAN KAHN | n/a | CLEARWATER, FL | 8 | 12 | n/a | yes |
| DAVID BENNETT KAHN | Certified Financial Planner | CLEARWATER, FL | 2 | 33 | n/a | yes |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| KAHN, DAVID, BENNETT | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | yes | 07/1999 | Mar 29, 2012 | Oct 3, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 19, 2026 | $123M | $0 | 2 | 2 | 0 | n/a | n/a |
| 2024 | Mar 26, 2025 | $102M | $0 | 2 | 2 | 0 | n/a | n/a |
| 2023 | Mar 14, 2024 | $92.8M | $0 | 2 | 2 | 0 | n/a | n/a |
| 2022 | Mar 31, 2023 | $87.8M | $0 | 2 | 2 | 0 | n/a | n/a |
| 2021 | Mar 30, 2022 | $121M | $0 | 2 | 2 | 0 | n/a | n/a |
| 2011 | May 10, 2012 | $49.5M | $0 | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $123M | $102M | 20.5% | $87.8M | 11.8% | 2 | 2 | 0 | 0 |