Alex
Lanzkowsky

Davidson Kahn Capital Management, LLC

CRD#7288460
Investment Advisor
in Sherman Oaks, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Alex Lanzkowsky is a financial advisor based in Sherman Oaks, California, working with Davidson Kahn Capital Management, LLC. Alex has previously held positions at The Meadows High School, University Of Southern California, Las Vegas Sands Corporation, Dinosaur Trading, Rockefeller Capital Management, and Davidson Kahn Capital Management, LLC. Alex has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Alex is part of Davidson Kahn Capital Management, LLC, which operates out of Sherman Oaks, California. The firm has 3 employees and manages assets totaling $103.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Davidson Kahn Capital Management, LLC includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

14011 Ventura Blvd, Suite 302
Sherman Oaks, CA 91423

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. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Davidson Kahn Capital Management, LLC Brokerage Details

Total Assets Under Management

$103,261,600

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

347

CA Average: 3,727
Average Account Size

$297,584

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Alex Lanzkowsky Work History

2022 - Present (2 years)

Davidson Kahn Capital Management, LLC

2020 - 2022 (2 years)

Rockefeller Capital Management

2018 - 2018 (< 1 year)

Las Vegas Sands Corporation

2017 - 2017 (< 1 year)

Dinosaur Trading

2016 - 2020 (4 years)

University Of Southern California

2012 - 2016 (4 years)

The Meadows High School

Disclosures

Please visit the SEC profile of Alex Lanzkowsky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Davidson Kahn Capital Management, LLC

Drew Cohen
Sherman Oaks, CA
Alex Lanzkowsky
Sherman Oaks, CA
Jake Davidson
Sherman Oaks, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started