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KANE FINANCIAL

WATERVILLE, NY · CRD 291231 · IAPD ↗ · kanefp.com · (315) 801-9028

$75.2MRegulatory AUM
2Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — KANE FINANCIAL reported RAUM up 33% ($56.6M -> $75.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
March 2025 — KANE FINANCIAL reported RAUM up 28% ($44.4M -> $56.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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