Kane Financial LLC

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Kane Financial LLC
CRD #291231
SEC #801-122385
CIK #0002056671
AUM 75.2 M (2026-03-12)
Employees 4 (50% Investors, 0% Brokers)
Phone315-801-9028
Address151 West Main Street
Waterville, NY 13480
Source [IAPD] [EDGAR] [Website] [Instagram]
Total AUM ($M)
806448321602010201520212027
CIK Period
0002056671
Sector Form 13F Holdings Value ($M)
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Apple Inc 10.4
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Lam Research Corp 3.7
Alcoa Inc 3.6
KLA Tencor Corp 3.4
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Lilly Eli & Co 3.2
Comfort Systems USA Inc 2.7
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Costco Wholesale Corp /NEW 2.0
Ingersoll-Rand PLC 1.8
Facebook Inc 1.8
Quanta Services Inc 1.7
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 276 49.7
(b) Individuals (high net worth individuals) 20 23.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.9
(h) Charitable organizations 0 0.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 638 75.2
By Discretionary
Discretionary 634 74.3
Non-Discretionary 4 0.9
Total 638 75.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 75.2
Total 638 75.2
EDGAR Form CIK 2011 - 2026
13F-HR [0002056671]
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesInstitutional, Retail
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