A complete list of active advisors currently associated with Davidson Kahn Capital Management, LLC

Warmer can help you find a great advisor at Davidson Kahn Capital Management, LLC or one who fits your needs even better.

Davidson Kahn Capital Management, LLC provides discretionary portfolio management to individuals — including high‑net‑worth clients — as well as corporate and foundation clients. The firm prepares an Investment Policy Statement for each client and implements asset allocation, security selection and ongoing portfolio monitoring across equities, fixed income, mutual funds and ETFs. The firm’s investment process combines fundamental and quantitative analysis with a predominantly long‑term orientation, and it documents risk tolerances and strategy in each client’s financial memorandum and Investment Policy Statement. DKCM exercises discretionary trading authority on behalf of clients, may use margin only rarely, and delivers regular custodial reporting at least quarterly. DKCM manages client assets in‑house rather than relying on third‑party sub‑advisers and discloses relationships with related entities that provide management or consulting services and a separate research business, with mitigation through separate contracts and conflict‑of‑interest disclosures. The brochure also notes that the firm generally requires clients to custody assets with a limited set of custodians (for example, Charles Schwab, Fidelity, Altruist or Principal) and operates with a relatively small advisory team overseeing a large asset base, which can affect trade aggregation and allocation practices.

To learn more about the advisors currently working at Davidson Kahn Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.