Wealth manager, independent · New York, NY
Kahn Brothers Advisors LLC
SEC-registered investment adviser · CRD 144368 · SEC 801-14146
At a glance
Kahn Brothers Advisors LLC is an SEC-registered investment adviser based in New York, New York, with $499 million in regulatory assets under management as of its Form ADV filed September 16, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 342 individual clients. By Form ADV it is a wealth manager, ranked 2,905th of 8,915 wealth managers and 7,839th of 17,210 SEC-registered advisers by assets.
Main office 212-980-5050kahnbrothers.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $499M
- Rank among wealth managers
- #2,905 of 8,915
- Rank among all SEC RIAs
- #7,839 of 17,210
- Rank in New York
- #1,477 of 2,591
- Individual clients
- 342
- High-net-worth clients
- 142
- Accounts
- 351
- Discretionary
- 98% of AUM
- Employees
- 5
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Karen A. DemarcoVice President
- Andrew S KahnPresident, Chief Compliance Officer, Director
Custody and brokerage
Broker-dealer
Hybrid RIA
Kahn Brothers Advisors LLC is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Kahn Brothers LLC.
- Kahn Brothers LLC ↗CRD 7720
An introducing broker-dealer: its trades clear through Pershing, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
Its Form ADV brochure (filed September 2026) names Kahn Brothers as the broker-dealer its advisers are registered with.
Other Financial Industry Activities and Affiliations The following management persons at our firm are registered as registered representatives of our affiliated broker-dealer, Kahn Brothers LLC:
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 142 | $363M | 73% |
| Individuals | 200 | $81M | 16% |
| Charitable organizations | – | $30M | 6% |
| Corporations or other businesses | 5 | $24M | 5% |
Disciplinary disclosures
Kahn Brothers Advisors LLC answers yes to 4 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗kahnbrothers.com ↗
AtlasMembers
The full record on Kahn Brothers Advisors LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 5,467 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Kahn Brothers Advisors LLC manage?
Kahn Brothers Advisors LLC reports $499 million in regulatory assets under management across 351 accounts, 98% of it on a discretionary basis, on its Form ADV filed September 16, 2026.
What kind of firm is Kahn Brothers Advisors LLC?
Kahn Brothers Advisors LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Kahn Brothers Advisors LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($363 million, 142 clients); individuals ($81 million, 200 clients); charitable organizations ($30 million).
Does Kahn Brothers Advisors LLC have any disciplinary history?
Kahn Brothers Advisors LLC answers yes to 4 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Kahn Brothers Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →