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| Kane Financial LLC
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| CRD # | 291231 |
| SEC # | 801-122385 |
| CIK # | 0002056671 |
| AUM | 75.2 M (2026-03-12) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 315-801-9028 |
| Address | 151 West Main Street Waterville, NY 13480 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002056671 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 63.1 | ||
| Apple Inc | 10.4 | ||
| Microsoft Corp | 4.0 | ||
| Alphabet Inc | 3.9 | ||
| Amazon Com Inc | 3.9 | ||
| Lam Research Corp | 3.7 | ||
| Alcoa Inc | 3.6 | ||
| KLA Tencor Corp | 3.4 | ||
| Broadcom Inc | 3.4 | ||
| Cintas Corp | 3.4 | ||
| Lilly Eli & Co | 3.2 | ||
| Comfort Systems USA Inc | 2.7 | ||
| General Electric Co | 2.4 | ||
| Mastercard Inc | 2.1 | ||
| Costco Wholesale Corp /NEW | 2.0 | ||
| Ingersoll-Rand PLC | 1.8 | ||
| Facebook Inc | 1.8 | ||
| Quanta Services Inc | 1.7 | ||
| Prev | Page 1 | Next | |||
| 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 |
| Serves | Institutional, Retail |
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|---|---|---|
|
Weigel Fiduciary Asset Management
✚
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76.1 M | |
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|
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|
Aspire Private Wealth Counsel LLC
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TN | 74.3 M |
|
Rpata LLC
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74.2 M | |
|
Reynolds Capital Management LLC
✚
|
NV | 74.2 M |