Davidson Kahn Capital Management, Llc
- Regulatory AUM
- $415M
- Discretionary
- $415M
- Clients
- 252
- Avg AUM / client
- $1.6M
- Accounts
- 795
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Apr 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 66 | $101M | 24.2% |
| High net worth individuals | 167 | $302M | 72.7% |
| Pension and profit sharing plans | 9 | $8.3M | 1.99% |
| Charitable organizations | 1 | $120K | 0.03% |
| Other investment advisers | 1 | $217K | 0.05% |
| Corporations and other businesses | 8 | $3.8M | 0.93% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jake Ryan Davidson | Managing Member & Chief Compliance Officer | Jul 2017 (9y) | 75% or more | |
| Alex Lanzkowsky | Registered representative | Sep 2022 (4y) | ||
| Drew Frederick Cohen | Registered representative | Oct 2022 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/27/2026 | 909 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $289M (70% of AUM) Apr 2026
- Principal Securities, Inc. $81.6M (20% of AUM) Apr 2026
- National Financial Services (Fidelity) $44.1M (11% of AUM) Apr 2026
- Altruist Financial $1.3M (1% of AUM) May 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 27, 2026.
View current Form ADV (SEC/IAPD) ↗