# 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.

- CRD: 290062
- Filed as: DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sherman Oaks, CA
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290062
- AdvisorCensus page: https://advisorcensus.com/firm/davidson-kahn-capital-management-llc-sherman-oaks-ca-290062

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 23, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> There is an account minimum of $1,000,000, which may be waived by DKCM at its discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC
- Principal Securities, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $415,493,541
- Discretionary: $415,493,541
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 66 | $100,750,430 |
| High net worth individuals | 167 | $302,271,002 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $8,288,179 |
| Charitable organizations | 1 | $120,493 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 1 | $217,481 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 8 | $3,845,956 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, FL, NV, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Las Vegas, NV

### Websites listed on Form ADV (Item 1.I)
- davidsonkahn.com
- drewcohencapital.com
- drewcohenmoney.com
- Instagram @drewcohenmoney
- LinkedIn @davidsonkahn
- X @DrewCohenMoney
- YouTube @DrewCohenMoney

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $103,261,600 | 3 | May 3, 2024 |
| October 2025 | $215,177,209 | 3 | January 29, 2025 |
| October 2026 | $415,493,541 | 4 | September 9, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Davidson Kahn Capital Management, LLC (CRD 290062): Form ADV filing data as of October 2026.