Kahn Financial Group provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
Kahn Financial Group reports 123 clients. They include 78 individual clients, 44 high-net-worth individuals and 1 corporate or other business client. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $123M across 402 accounts are not. A wrap fee program the firm both sponsors and manages holds $108M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 63% | 52% |
| High-net-worth individuals | 36% | 48% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 78 | $63.4M | 51.7% | $812K |
| High-net-worth individuals | 44 | $59M | 48.1% | $1.34M |
| Corporations and other businesses | Fewer than 5 | $263K | 0.2% | $263K |
| Total | 123 | $123M | 100% | — |
- Clients
- 78
- Regulatory AUM
- $63.4M
- AUM share
- 51.7%
- Avg. per client
- $812K
- Clients
- 44
- Regulatory AUM
- $59M
- AUM share
- 48.1%
- Avg. per client
- $1.34M
- Clients
- Fewer than 5
- Regulatory AUM
- $263K
- AUM share
- 0.2%
- Avg. per client
- $263K
Total
- Clients
- 123
- Regulatory AUM
- $123M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Kahn Financial Group is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is billed hourly at $100 to $200 per hour, or as a fixed fee of $500 to $4,000 depending on complexity.
David Kahn owns 75% or more of Kahn Financial Group. The leadership team of Kahn Financial Group includes President David Kahn. It has 2 employees.
Leadership
- David KahnPresident/Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
- Owns 75% or more of Kahn Financial Group, Inc.
David Kahn
Control person · since July 1999
Kahn Financial Group’s regulatory assets grew from $116M (June 2021) to $123M (September 2026); clients fell from 166 to 123 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $123M | 123 | 2 | 1 |
| March 2025 | $102M | 155 | 2 | 1 |
| March 2024 | $92.8M | 157 | 2 | 1 |
| March 2023 | $87.8M | 155 | 2 | 1 |
| March 2022 | $121M | 176 | 2 | 1 |
| June 2021 | $116M | 166 | 2 | 1 |
Besides its headquarters, Kahn Financial Group has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 1700 McMullen Booth RD., Suite A-5, ClearwaterHQ
Contact and registration details
- Legal name
- Kahn Financial Group, Inc.
- Headquarters
- 1700 McMullen Booth RD., Suite A-5, Clearwater, FL 33759-2130
- Website
- Not reported
- Phone
- 727-797-5551
- SEC file
- 801-121222
- Structure
- Florida corporation
- Fiscal year end
- December
Kahn Financial Group uses Raymond James ($80.7M, 66%) and Raymond James ($41.9M, 34%) as custodians for its separately managed accounts. Kahn Financial Group does not have custody of client assets.
- Raymond JamesRaymond James Trust Co. of New Hampshire · Portsmouth, NH · $80.7M66%
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $41.9M34%
At year end, Kahn Financial Group’s separately managed accounts were mostly in funds (52%) and bonds (23%).
What the accounts hold
- Stocks5%
- Funds52%
- Bonds23%
- Cash11%
- Other9%
- Annuities9%
How many clients does Kahn Financial Group have?
Kahn Financial Group has 123 clients and manages $123 million for them, as of September 2026. They include 78 individual clients, 44 high-net-worth individuals and 1 corporate or other business client.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 September 2026
What services does Kahn Financial Group offer?
Kahn Financial Group provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Kahn Financial Group use?
Kahn Financial Group’s separately managed account assets are held at Raymond James Trust Co. of New Hampshire (Portsmouth, NH), with $80.7M and Raymond James & Associates, Inc. (St. Petersburg, FL), with $41.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 September 2026
How many financial advisors does Kahn Financial Group have?
Kahn Financial Group has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kahn Financial Group invest in?
At the end of its last fiscal year, Kahn Financial Group’s separately managed accounts held 52% registered funds (mutual funds, ETFs, BDCs), 23% investment grade corporate bonds, 11% cash and equivalents, 9% other and 5% exchange-traded equities. The 9% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kahn Financial Group?
Kahn Financial Group’s direct owner is David Kahn (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 September 2026
How does Kahn Financial Group get paid?
Kahn Financial Group is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Kahn Financial Group?
Kahn Financial Group’s main office is at 1700 McMullen Booth RD., Suite A-5, Clearwater, FL 33759-2130. Its phone number is 727-797-5551.