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How does the advisor help clients – Key Takeaways:
Davidson Kahn Capital Management, LLC is a financial advisory firm that provides personalized investment management services to individuals, families, and institutions. Their team of experienced and knowledgeable advisors helps clients achieve their financial goals by creating customized investment strategies tailored to their specific needs and risk tolerance.
Facts and Insights
As of March 2021, Davidson Kahn Capital Management, LLC has approximately $500 million assets under management. They have a team of 5 advisors with over 50 years of combined experience in the financial industry. The firm has been in business for more than 15 years, providing comprehensive investment management services to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 15+ years |
Financial Services Offered
Davidson Kahn Capital Management, LLC offers a range of financial services to their clients, including investment management, retirement planning, tax planning, estate planning, and risk management. They also provide financial education and guidance to help clients make informed decisions about their finances.
Client Types
The firm serves a diverse client base, including high-net-worth individuals, families, and institutions such as non-profit organizations and pension plans. They work closely with each client to understand their unique needs and develop a customized investment plan to help them achieve their financial goals.
Fees & Compensation
Davidson Kahn Capital Management, LLC charges a percentage of assets under management as their fee, which is based on a tiered fee schedule. The firm’s fees are competitive within the industry, and they do not receive any commissions or compensation based on the products they recommend. This fee structure ensures that their interests are aligned with their clients’ goals.
Background
Davidson Kahn Capital Management, LLC was founded in 2004 by John Davidson and Max Kahn, who combined their years of experience in the financial industry to create a client-focused investment management firm. The firm is headquartered in New York City and has expanded to serve clients nationwide.
Financial Advisor Disclosures to Know
Davidson Kahn Capital Management, LLC is a Registered Investment Adviser (RIA) with the Securities and Exchange Commission (SEC). They have a clean record with no disciplinary actions, customer complaints, or regulatory sanctions. The firm is committed to transparency and always puts their clients’ best interests first.