| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason James Kane Control | Chief Compliance Officer | Under 5% | 2026 |
| Jason James Kane Control | Vice President | Under 5% | 2024 |
| Kane Family Trust Control | Direct Owner | 50-75% | 2024 |
Kane Company Wealth Management, Inc. reports $284.7 million in regulatory assets under management on its Form ADV.
Kane Company Wealth Management, Inc. reports 5 employees.
Kane Company Wealth Management, Inc. is based in Johnston, IA and has been SEC-registered since 2019.
Kane Company Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8831 Thomas Avenue, Suite 200, Johnston, IA 50131-8005 |
| Phone | 515-270-2727 |
| Fax | 515-270-1509 |
| Office hours | 8:00 a.m. - 4:00 p.m. (Cst) |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $283.5M |
| Non-discretionary | $1.3M |
| Total (RAUM) | $284.7M |