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KANE COMPANY WEALTH MANAGEMENT, INC.

dba KANE COMPANY WEALTH MANAGEMENT, INC. · CRD 115756 · Registered Investment Adviser

KANE COMPANY WEALTH MANAGEMENT, INC. is a Registered Investment Adviser headquartered in JOHNSTON, IA. The firm reports $284,748,782 in regulatory assets under management across 717 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$283,468,314
Non-discretionary$1,280,468
Total RAUM$284,748,782
Accounts717

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 115756. adviserinfo.sec.gov/firm/summary/115756.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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