Kane Financial
Kane Financial is an SEC-registered mass-market adviser in Waterville, NY with $75.2M assets under management (AUM, regulatory AUM), +33% over one year. See who owns Kane Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291231, SEC 801-122385, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $75.2M (2026-03-12)
- Firm type
- Mass-Market Adviser
- Location
- Waterville, NY
- Employees
- 4
- Clients
- 296
- CRD
- 291231
- Ownership
- KANE, CLINTON, PETER; THE CLINTON P. KANE REVOCABLE TRUST; Jarosz, RENEE, Alexandria
How much AUM does Kane Financial have?
Kane Financial reported $75.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Kane Financial?
Disclosed owners and executives of Kane Financial include KANE, CLINTON, PETER, THE CLINTON P. KANE REVOCABLE TRUST, Jarosz, RENEE, Alexandria. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.