Kahn Brothers Advisors LLC
Answer a few questions and
get matched with an advisor.
Learn more about Kahn Brothers Advisors LLC
Overview
Kahn Brothers Advisors LLC operates as an advisory firm headquartered in New York, New York. The company administers $698.0 million in assets over 406 client accounts, making it one of the bigger investment advisory firms in the country by assets under management (AUM). The company has a small team, including 3 financial advisors. Kahn Brothers Advisors LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments like bonds, options and stocks.
Kahn Brothers Advisors LLC oversees the majority of its client assets on a discretionary basis. Discretionary management means that a portfolio manager makes transaction judgments for the client's account without requiring client consent. Kahn Brothers Advisors LLC also administers six non-discretionary accounts totaling $11.4 million in assets under management. The firm's average account size is $1.7 million. The typical advisor at Kahn Brothers Advisors LLC oversees about 135 client accounts.
The company's headquarters is located at 555 Madison Ave, New York, New York 10022. Kahn Brothers Advisors LLC is allowed to serve investors throughout 22 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Kahn Brothers Advisors LLC by the Numbers
$698.0 million
6
406
$1.7 million
Fee Structure
Fees for financial advisory services typically depend on which services are provided. Fees charged by the company most likely include the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm manages money for a number of different investors. The company caters to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations and corporations. Out of its 406 customers, Kahn Brothers Advisors LLC's biggest client by number of accounts is retail investors, although it also serves 180 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 44.33%
- Other Individuals - 53.2%
- Corporations - 1.97%
- Charitable Organizations - 0.49%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Kahn Brothers Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Kahn Brothers Advisors LLC
New York, NY
New York, NY
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.