KANE FINANCIAL, LLC
Legal name: KANE FINANCIAL
CRD #291231 SEC #801-122385 WATERVILLE, NY (315) 801-9028
SEC Registered
Total AUM
$56.6M
Discretionary
$56.1M
Employees
3
Clients
101
Accounts
560
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $56.6M | $56.1M | $539.8K | 3 | 0 |
| Jun 2025 | $56.6M | $56.1M | $539.8K | 3 | 0 |
| Feb 2025 | $56.6M | $56.1M | $539.8K | 3 | 0 |
| Feb 2024 | $44.4M | $44.3M | $87.5K | 2 | 0 |
| Sep 2023 | $37.2M | $37.2M | $0 | 2 | 2 |
| Mar 2023 | $37.2M | $37.2M | $0 | 2 | 2 |
| Apr 2022 | $32M | $31.7M | $315.7K | 2 | 2 |
| Mar 2022 | $32M | $31.7M | $315.7K | 2 | 2 |
| Jan 2022 | $29.2M | $26.7M | $2.5M | 2 | 5 |
| Sep 2021 | $29.2M | $26.7M | $2.5M | 2 | 5 |
| Aug 2021 | $29.2M | $26.7M | $2.5M | 2 | 5 |
DateJun 2025
Total AUM$56.6M
Discretionary$56.1M
Non-Disc.$539.8K
Employees3
Clients0
DateJun 2025
Total AUM$56.6M
Discretionary$56.1M
Non-Disc.$539.8K
Employees3
Clients0
DateFeb 2025
Total AUM$56.6M
Discretionary$56.1M
Non-Disc.$539.8K
Employees3
Clients0
DateFeb 2024
Total AUM$44.4M
Discretionary$44.3M
Non-Disc.$87.5K
Employees2
Clients0
DateSep 2023
Total AUM$37.2M
Discretionary$37.2M
Non-Disc.$0
Employees2
Clients2
DateMar 2023
Total AUM$37.2M
Discretionary$37.2M
Non-Disc.$0
Employees2
Clients2
DateApr 2022
Total AUM$32M
Discretionary$31.7M
Non-Disc.$315.7K
Employees2
Clients2
DateMar 2022
Total AUM$32M
Discretionary$31.7M
Non-Disc.$315.7K
Employees2
Clients2
DateJan 2022
Total AUM$29.2M
Discretionary$26.7M
Non-Disc.$2.5M
Employees2
Clients5
DateSep 2021
Total AUM$29.2M
Discretionary$26.7M
Non-Disc.$2.5M
Employees2
Clients5
DateAug 2021
Total AUM$29.2M
Discretionary$26.7M
Non-Disc.$2.5M
Employees2
Clients5