CRD: 115756
Kane Company Wealth Management, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between January 21, 2025 and April 2, 2026, reported AUM increased 29.4%, from $220.0M to $284.7M.
Across 5 reported observations, AUM increased 65.0% between May 25, 2022 and April 2, 2026, from $172.6M to $284.7M.
Of the latest reported AUM, 99.6% is discretionary and 0.4% is non-discretionary.
The firm reports 4 advisory representatives and 198 clients, or 49.5 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on April 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Kane Company Wealth Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Showing 1 of 3 contacts
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
SMA allocation detail is available
Kane Company Wealth Management, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Kane Company Wealth Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.