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Managing Member & Chief Compliance Officer · Davidson Kahn Capital Management, LLC

Jake R. Davidson

CRD 6857079 · Named on Form ADV at one SEC-registered adviser

At a glance

Davidson Kahn Capital Management, LLC, an SEC-registered wealth manager based in Sherman Oaks, CA with $415 million in regulatory assets, lists Jake R. Davidson on its Form ADV as Managing Member & Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Jake’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jake’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.