KANE FINANCIAL, LLC

KANE FINANCIAL, LLC of WATERVILLE, NY is an SEC-registered investment adviser (CRD 291231). Regulatory assets under management: $75.2M.

Registration

• CRD: 291231
• SEC file number: 801-122385
• Type: Registered investment adviser
• Location: 151 WEST MAIN STREET, WATERVILLE, NY, 13480
• Phone: (315) 801-9028
• Latest filing: 2026-03-12
• Regulatory AUM: $75.2M
• Discretionary AUM: $74.3M
• Non-discretionary AUM: $871K
• Clients: 4
• Accounts: 638

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291231 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search