RIA Intel›Advisers›Connecticut›KANE FINANCIAL PLANNING, LLC

KANE FINANCIAL PLANNING, LLC

Advisory

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

Rank in CT

#1,235

of 1,312 advisers by AUM

Average account

$271K

across 23 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

10 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

RESTORATION CAPITAL MANAGEMENT LLC

STAMFORD, CT

$6M

-95.0% 1Y

AFFINITY FINANCIAL SOLUTIONS, LLC

$6M

PAULSON PRIVATE WEALTH LLC

$6M

WORRELL ADVISORY SERVICES, LLC

BRANFORD, CT

$6M

ROCKHOUSE CAPITAL, LLC

$6M

LEHNER CAPITAL, LLC

$6M

Get the full picture on KANE FINANCIAL PLANNING, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track KANE FINANCIAL PLANNING, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans