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ADV BROCHURE, filed 25 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Kaydan Wealth Management use?","answer":"Kaydan Wealth Management’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $611M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kaydan Wealth Management have?","answer":"Kaydan Wealth Management has 7 investment adviser representatives registered with state securities authorities, out of 18 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kaydan Wealth Management invest in?","answer":"At the end of its last fiscal year, Kaydan Wealth Management’s separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 12% cash and equivalents, 6% exchange-traded equities and 1% other. The 1% other category is described as: Fixed Income, Annuities, Closed-End Funds, Uit'S.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Kaydan Wealth Management?","answer":"Kaydan Wealth Management’s direct owner is James Kruzan (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 25 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kaydan Wealth Management get paid?","answer":"Kaydan Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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