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KAHN FINANCIAL GROUP

CLEARWATER, FL · CRD 134802 · IAPD ↗ · 727-797-5551

$122.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — KAHN FINANCIAL GROUP began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
42
April 2024 — KAHN FINANCIAL GROUP notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.