A complete list of active advisors currently associated with Kane Asset Management, LLC

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

Kane Asset Management, LLC provides discretionary investment management to individuals, high-net-worth individuals, and families, constructing customized portfolios of equities, exchange-traded funds, mutual funds, and fixed-income securities. The firm manages client accounts in accordance with written Investment Policy Statements and permits clients to submit reasonable investment restrictions for acceptance. The firm’s investment approach blends fundamental and technical analysis with an emphasis on asset allocation, favoring long-term purchases while allowing short-term trades for rebalancing or opportunistic reasons. Kane Asset Management obtains discretionary trading authority, relies on an independent qualified custodian for account custody, and conducts at least quarterly account reviews and reporting. Noteworthy features include that the firm commenced advisory operations recently and reported no client assets under management as of the brochure date while nonetheless targeting individual and high-net-worth clients with tailored portfolios. The firm’s principal maintains full-time employment in financial technology/administration and has documented mitigations — including a long-term strategy, monitoring technology, and allocation of off-hours time — to address potential capacity constraints; the firm also does not serve as a private fund adviser.

To learn more about the advisors currently working at Kane Asset 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.