KAHN FINANCIAL GROUP, INC.
KAHN FINANCIAL GROUP, INC. of CLEARWATER, FL is an SEC-registered investment adviser (CRD 134802). Regulatory assets under management: $122.6M.
Registration
- CRD: 134802
- SEC file number: 801-121222
- Type: Registered investment adviser
- Location: 1700 MCMULLEN BOOTH RD., SUITE A-5, CLEARWATER, FL, 33759-2130
- Phone: 727-797-5551
- Latest filing: 2026-03-19
- Regulatory AUM: $122.6M
- Non-discretionary AUM: $122.6M
- Clients: 2
- Accounts: 402
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| David Bennett Kahn | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| KAHN DAVID BENNETT | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
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