# Kahn Financial Group

> Kahn Financial Group is an SEC-registered investment advisory firm in Clearwater, FL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 21, 2026.

- CRD: 134802
- Filed as: KAHN FINANCIAL GROUP
- Legal name: Kahn Financial Group, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Clearwater, FL
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134802
- AdvisorCensus page: https://advisorcensus.com/firm/kahn-financial-group-clearwater-fl-134802

## Quick answers

**How is Kahn Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Kahn Financial Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Kahn Financial Group located?**
Kahn Financial Group's principal office is in Clearwater, FL, according to its Form ADV.

**Is Kahn Financial Group registered with the SEC or a state?**
Kahn Financial Group is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 134802.

**How much does Kahn Financial Group manage?**
Kahn Financial Group reports $122,622,407 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (0% discretionary).

**How have Kahn Financial Group's assets and staff changed since 2021?**
In the Form ADV data for Kahn Financial Group: Regulatory assets under management: $115,526,112 in the October 2021 data and $122,622,407 in the October 2026 data, up 6%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kahn Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (78); high net worth individuals (44); corporations or other businesses not listed above (1).

**Which custodians does Kahn Financial Group use?**
Kahn Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. and Raymond James Trust Co. of New Hampshire as custodians holding 10% or more of its separately managed account assets.

**Does Kahn Financial Group 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/134802

**Does Kahn Financial Group state an account minimum?**
Its Form ADV Part 2A brochure dated March 19, 2026 says: "There is a $25,000 minimum account value which can be waived by the firm."

**What changed in Kahn Financial Group's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $101,785,642 to $122,622,407 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Account minimum: $25,000 (the brochure says it may be waived or negotiated)

> There is a $25,000 minimum account value which can be waived by the firm.

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

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.
- Raymond James Trust Co. of New Hampshire

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: $122,622,407
- Discretionary: $0
- Non-discretionary: $122,622,407

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 78 | $63,353,074 |
| High net worth individuals | 44 | $59,005,991 |
| 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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $263,342 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $115,526,112 | 2 | September 24, 2021 |
| October 2022 | $120,651,470 | 2 | September 23, 2022 |
| October 2023 | $87,806,128 | 2 | March 31, 2023 |
| October 2024 | $92,774,530 | 2 | March 14, 2024 |
| October 2025 | $101,785,642 | 2 | March 26, 2025 |
| October 2026 | $122,622,407 | 2 | September 21, 2026 |

Regulatory assets under management: $115,526,112 in the October 2021 data and $122,622,407 in the October 2026 data, up 6%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $101,785,642 to $122,622,407 (+20%).

### January 2026
- No longer registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kahn Financial Group (CRD 134802): Form ADV filing data as of October 2026.