RIA Intel›Advisers›Florida›KAHN FINANCIAL GROUP, INC.

KAHN FINANCIAL GROUP, INC.

Advisory

N·CLEARWATER, FL

Data as of Jan 23, 2026 · Source: SEC Form ADV

Total AUM
$123M
1-Year AUM Growth
+5.7%
3-Year CAGR
-7.0%
Employees
2
Assets Under Management
Total AUM$123M
Discretionary AUM$0
Non-Discretionary AUM$123M
Discretionary %0%
Total Clients123
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record21
First FilingMar 24, 2005
Latest FilingJan 23, 2026
🔒 Full AUM trend chart and 21 historical filings spanning 21+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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