# Kanakadhara Financial Enterprise

> Kanakadhara Financial Enterprise is a state-registered investment advisory firm in Carnegie, PA, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2022.

- CRD: 158491
- Filed as: KANAKADHARA FINANCIAL ENTERPRISE
- Legal name: Kanakadhara Financial Enterprise, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Carnegie, PA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2022
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158491
- AdvisorCensus page: https://advisorcensus.com/firm/kanakadhara-financial-enterprise-carnegie-pa-158491

## Quick answers

**How is Kanakadhara Financial Enterprise compensated?**
On its Form ADV (Item 5.E, October 2026), Kanakadhara Financial Enterprise reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kanakadhara Financial Enterprise located?**
Kanakadhara Financial Enterprise's principal office is in Carnegie, PA, according to its Form ADV.

**Is Kanakadhara Financial Enterprise registered with the SEC or a state?**
Kanakadhara Financial Enterprise is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 158491.

**How much does Kanakadhara Financial Enterprise manage?**
Kanakadhara Financial Enterprise reports $6,465,655 in regulatory assets under management in its Form ADV filing dated March 31, 2022 (0% discretionary).

**What types of clients does Kanakadhara Financial Enterprise serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Kanakadhara Financial Enterprise report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/158491

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $6,465,655
- Discretionary: $0
- Non-discretionary: $6,465,655

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $440,856 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $6,024,799 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kanakfinancial.com
- LinkedIn @kanak-iyer-ph-d-4b965119

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kanakadhara Financial Enterprise (CRD 158491): Form ADV filing data as of October 2026.
