AdvisorCensus / Financial advisors / California / Los Angeles / Davidson Kahn Capital Management, LLC
Davidson Kahn Capital Management, LLC
Filed as DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
Davidson Kahn Capital Management, LLC is an SEC-registered investment advisory firm in Sherman Oaks, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.
Quick answers
From the filingHow is Davidson Kahn Capital Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Davidson Kahn Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management.
Where is Davidson Kahn Capital Management, LLC located?
Davidson Kahn Capital Management, LLC's principal office is in Sherman Oaks, CA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Davidson Kahn Capital Management, LLC registered with the SEC or a state?
Davidson Kahn Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 290062.
How much does Davidson Kahn Capital Management, LLC manage?
Davidson Kahn Capital Management, LLC reports $415,493,541 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary).
How have Davidson Kahn Capital Management, LLC's assets and staff changed since 2024?
In the Form ADV data for Davidson Kahn Capital Management, LLC: Regulatory assets under management: $103,261,600 in the October 2024 data and $415,493,541 in the October 2026 data, up 302%. Total employees: 3 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Davidson Kahn Capital Management, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (167); individuals (other than high net worth individuals) (66); pension and profit sharing plans (but not the plan participants or government pension plans) (9).
Which custodians does Davidson Kahn Capital Management, LLC use?
Davidson Kahn Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., National Financial Services LLC and Principal Securities, Inc. as custodians holding 10% or more of its separately managed account assets.
Does Davidson Kahn Capital Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290062
Does Davidson Kahn Capital Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated April 23, 2026 says: "There is an account minimum of $1,000,000, which may be waived by DKCM at its discretion."
What changed in Davidson Kahn Capital Management, LLC's recent Form ADV filings?
In the September 2026 filing data: Registered or notice-filed in DC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
There is an account minimum of $1,000,000, which may be waived by DKCM at its discretion.
As stated in the firm's Form ADV Part 2A brochure dated April 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$415,493,541 as of October 2026, filing dated September 9, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 4. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the October 2026 filing
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $415,493,541 | 4 | September 9, 2026 |
| October 2025 | $215,177,209 | 3 | January 29, 2025 |
| October 2024 | $103,261,600 | 3 | May 3, 2024 |
Regulatory assets under management: $103,261,600 in the October 2024 data and $415,493,541 in the October 2026 data, up 302%.
Total employees: 3 in October 2024 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Registered or notice-filed in DC.
- March 2026
- Regulatory assets under management went from $215,177,209 to $415,493,541 (+93%).
- Registered or notice-filed in FL.
- December 2025
- Registered or notice-filed in NV, NY, TX.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Davidson Kahn Capital Management, LLC (CRD 290062): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/davidson-kahn-capital-management-llc-sherman-oaks-ca-290062