{
  "crd_number": 282746,
  "slug": "kanen-wealth-management-llc-coconut-creek-fl-282746",
  "primary_business_name": "KANEN WEALTH MANAGEMENT LLC",
  "legal_name": "KANEN WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Coconut Creek",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-07-22",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-05-22",
  "carried_forward": false,
  "raum_total": 404611703.0,
  "raum_discretionary": 400603544.0,
  "raum_non_discretionary": 4008159.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 2410959.0,
      "count": 4
    },
    "individuals": {
      "raum": 11039319.0,
      "count": 137
    },
    "investment_companies": {
      "raum": 122067415.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 71707306.0,
      "count": 110
    },
    "pooled_investment_vehicles": {
      "raum": 197386704.0,
      "count": 3
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 3,
  "states_registered": [
    "CA",
    "CO",
    "CT",
    "FL",
    "NY",
    "PA",
    "TX",
    "VA"
  ],
  "websites": [
    "https://kanenadvisory.com",
    "https://linkedin.com/company/kanen-wealth-management-llc",
    "https://linkedin.com/in/christine-cedras-2ab566274",
    "https://linkedin.com/in/david-kanen-5270a268",
    "https://linkedin.com/in/dylanclydesmith",
    "https://linkedin.com/in/garrettlarson-analyst",
    "https://linkedin.com/in/janice-chiarenza-51b117352"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282746",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    }
  ],
  "city_as_filed": "COCONUT CREEK",
  "url": "https://advisorcensus.com/firm/kanen-wealth-management-llc-coconut-creek-fl-282746",
  "display_name": "Kanen Wealth Management LLC",
  "summary": "Kanen Wealth Management LLC is an SEC-registered investment advisory firm in Coconut Creek, FL, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 22, 2026.",
  "citation": "AdvisorCensus. Kanen Wealth Management LLC (CRD 282746): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Kanen Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Kanen Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Kanen Wealth Management LLC located?",
      "a": "Kanen Wealth Management LLC's principal office is in Coconut Creek, FL, according to its Form ADV."
    },
    {
      "q": "Is Kanen Wealth Management LLC registered with the SEC or a state?",
      "a": "Kanen Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 282746."
    },
    {
      "q": "How much does Kanen Wealth Management LLC manage?",
      "a": "Kanen Wealth Management LLC reports $404,611,703 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (99% discretionary)."
    },
    {
      "q": "How have Kanen Wealth Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Kanen Wealth Management LLC: Regulatory assets under management: $191,823,428 in the October 2021 data and $404,611,703 in the October 2026 data, up 111%. Total employees: 2 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Kanen Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (137); high net worth individuals (110); charitable organizations (4)."
    },
    {
      "q": "Which custodians does Kanen Wealth Management LLC use?",
      "a": "Kanen Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Kanen Wealth Management LLC report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282746"
    },
    {
      "q": "What changed in Kanen Wealth Management LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Regulatory assets under management went from $340,923,069 to $404,611,703 (+19%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 191823428.0,
      "total_employees": 2,
      "filing_date": "2021-08-18"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 404317854.0,
      "total_employees": 3,
      "filing_date": "2022-04-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 301041686.0,
      "total_employees": 5,
      "filing_date": "2023-06-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 292490900.0,
      "total_employees": 5,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 340923069.0,
      "total_employees": 5,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 404611703.0,
      "total_employees": 5,
      "filing_date": "2026-05-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Regulatory assets under management went from $340,923,069 to $404,611,703 (+19%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/kanen-wealth-management-llc-coconut-creek-fl-282746.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 137,
      "fewer_than_5": false,
      "raum": 11039319.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 110,
      "fewer_than_5": false,
      "raum": 71707306.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 122067415.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 197386704.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": false,
      "raum": 2410959.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282746",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}