Davidson Kahn Capital Management, LLC

% of assets managed in Sherman Oaks, CA

SEC registeredNo commissions reported

Call (310) 928-8192 Send a message Map ↗

Public-record details

Address: 14011 Ventura Blvd,, Suite 302, Sherman Oaks, CA 91423
Phone: (310) 928-8192
Listed under: % of assets managed, Retirement plan consulting
CRD number: 290062
Registration: SEC registered since 2024-04-11
Compensation (Form ADV 5.E): Percentage of assets under management
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management: $415.5 million
Accounts managed: 795
Clients reported (Form ADV 5.D): 252
Individual / high-net-worth clients: 66 / 167
Employees: 4
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-09-09

SEC registered investment adviser, CRD 290062, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 290062 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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