CRD: 290062
Davidson Kahn Capital Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Principal
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-05-2017
- Office Locations
- 1
Office Locations
About Davidson Kahn Capital Management, LLC
Davidson Kahn Capital Management is an RIA serving business owners and high-earning individuals with a comprehensive, tax-aware view of their full financial picture. Portfolios pair proprietary fundamental research on high-quality, low/no-leverage, free-cash-flow businesses with a basket of statistically selected ETFs, guided by strict price discipline and patience. Custodied at Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
Jake Ryan Davidson
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6857079
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DREW FREDERICK COHEN
Investment Advisor
- CRD
- #6671788
ALEX LANZKOWSKY
Managing Director
- CRD
- #7288460
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $415,493,541 | $522,633 |
| Non-Discretionary | $0 | -- |
| Total | $415,493,541 | $522,633 |
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Separately Managed Accounts
Total SMA Asset: $415,493,541
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $554,805,880 | 6.8% |
| Public Funds | $824,049,910 | 10.1% |
| U.S. Government/Agency | $2,219,223,521 | 27.2% |
| Corporate - Investment Grade | $2,610,851,201 | 32.0% |
| Cash | $1,949,979,490 | 23.9% |
| Total | $8,158,910,002 | 100.0% |