CRD: 115756
Kane Company Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- FoundationVertex pathway +more
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
About Kane Company Wealth Management, Inc.
Kane Company Wealth Management is a fiduciary, fee-only firm providing integrated investment advisory, personal financial planning, and tax services. The team includes CFP professionals and CPAs/PFS, with planning spanning retirement income, rollovers, risk/asset allocation, and estate and gift tax strategies. Portfolios emphasize no-load mutual funds and ETFs, primarily using Dimensional (DFA) funds, and they use Asset-Map to visualize a client’s full financial inventory.
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Owner & Executives
JASON JAMES KANE
Advisor, VICE PRESIDENT
- CRD
- #6685445
- Ownership
- Less than 5%
STEVEN LEE KANE
President, Principal
- CRD
- #4467286
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Sarah Lynn Zimmerman
Financial Advisor, General Partner
- CRD
- #7058550
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $283,468,314 | $398,130 |
| Non-Discretionary | $1,280,468 | $256,094 |
| Total | $284,748,782 | $397,139 |
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Separately Managed Accounts
Total SMA Asset: $284,748,782
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,852,838,003 | 35.1% |
| Equity - Exchange | $3,210,458,721 | 39.5% |
| Cash | $2,064,446,873 | 25.4% |
| Total | $8,127,743,597 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH TIMBER | PRIME BRIDGE | UP4NDCW2G | PLW | 5.03% | $107,252,835 |
| ATLAS LEGACY | MOMENTUM EAGLE | FM1ZNRF4U | DQI | 6.10% | $47,389,824 |
| ZENITH OAK EAGLE | RIDGE ATLAS | ARNUMWQB4 | PMAR | 2.62% | $74,889,714 |
| PEAK CAPITAL | BEACON ZENITH | 8MTUZREBZ | APR | 11.52% | $76,855,810 |
| CATALYST WAVE ALPHA | QUANTUM ELEMENT | 3FVTMATO8 | QVU | 2.91% | $48,294,065 |
| DELTA PRIME BEACON | NORTH ATLAS | 90RQLZQ35 | GWRFU | 12.35% | $44,902,310 |
| VECTOR PATHWAY MATRIX | LEGACY UNISON | BWREIXS9E | WVD | 6.15% | $57,183,405 |
| OAK OPTIMA | FRONTIER RIDGE | RVMXWYY6M | GWIX | 7.03% | $116,592,542 |