SourcingSourcing

KAHN FINANCIAL GROUP, INC.

A65
CRD 134802·SEC 801-121222·CLEARWATER, FL
AUM
$122.6M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$368K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KAHN FINANCIAL GROUP, INC.
CRD
134802
SEC file #
801-121222
EIN
—
DBA names
Kahn Financial Group

Economics

AUM
$122.6M
AUM band
$100M-$500M
AUM trajectory
'22'26
$115.5M → $122.6M▲ +6%
Client mix
Individuals Other78
Individuals High Net Worth44
Corporations1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
CLEARWATER FL
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jamesmedium confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KAHN, DAVID, BENNETT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
KAHN, DAVID, BENNETT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Window
Raymond James4
Full
Raymond James16
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2348498
Trust Company Affiliate
No

People (4)

4
KAHN, DAVID, BENNETT
IAR · Direct Owner · 87.5%
2348498
MICHAEL MCCARRAN KAHN
IAR
6374914
MICHAEL THOMAS CAREY
IAR
4538404
DONALD R LAURENCE
IAR
3100139