# KANE FINANCIAL, LLC

KANE FINANCIAL, LLC of WATERVILLE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 291231
- Type: SEC-registered investment adviser
- SEC file number: 801-122385
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Clinton Peter Kane | PRINCIPAL, CCO; TRUSTEE | — |
| KANE CLINTON PETER | PRINCIPAL, CCO | — |
| Renee Alexandria Jarosz | CHIEF OPERATIONS OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291231/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291231/similar
- Related entities: https://search.stillhousedata.com/firm/291231/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291231

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.