K
$51.0M Total AUM
$51.0M Disc. AUM
-- 3Y CAGR
3 Employees
63 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-30-2025
- Office Locations
- 1
Office Locations
-- Malibu CA
About Kanan Advisors
Kanan Advisors is a Malibu-based RIA. The firm has been operating for 0 years. Managing $51.0M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
-- AVG AGE
$25.5M AVG AUM / ADVISOR
$809.0K AVG AUM / CLIENT
0.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Steven David Karkenny
ADVISOR, Chief Compliance Officer, FOUNDER, Owner
- CRD
- #6584535
- Ownership
- 50% but less than 75%
Available
Available
Available
Taylor Christian Snider
ADVISOR, FOUNDER
- CRD
- #6780068
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,968,578 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,968,578 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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