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DAVIDSON KAHN CAPITAL MANAGEMENT, LLC

SHERMAN OAKS, CA · CRD 290062 · IAPD ↗ · davidsonkahn.com · (310) 928-8192

$415.5MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — DAVIDSON KAHN CAPITAL MANAGEMENT, LLC notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2026 — DAVIDSON KAHN CAPITAL MANAGEMENT, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
March 2026 — DAVIDSON KAHN CAPITAL MANAGEMENT, LLC reported RAUM up 93% ($215.2M -> $415.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
46
December 2025 — DAVIDSON KAHN CAPITAL MANAGEMENT, LLC notice-filed in NV, NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — DAVIDSON KAHN CAPITAL MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
February 2025 — DAVIDSON KAHN CAPITAL MANAGEMENT, LLC reported RAUM up 108% ($103.3M -> $215.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2024 — DAVIDSON KAHN CAPITAL MANAGEMENT, LLC (SHERMAN OAKS, CA) is newly SEC-registered with $103.3M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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