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Davidson Kahn Capital Management, LLC CRD 290062
$415M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
14011 Ventura Blvd, Suite 302, Sherman Oaks, CA 91423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-25 |
| CA | RA | APPROVED | 2017-10-05 |
Branch Locations
14011 Ventura Blvd, Suite 302, Sherman Oaks, CA 91423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J. R. Davidson And Co | Sherman Oaks | CA | 11/2006 | Present |
| Davidson Kahn Capital Management, Llc | Sherman Oaks | CA | 07/2017 | Present |
Jake Davidson is the President of J. R. Davidson and Co; this company provides the management services, compliance, human resources, bill paying, payroll and other miscellaneous business activities for the investment adviser Davidson Kahn Capital Management, LLC. Mr. Davidson is a member of SDHBC Investment Partners, LLC; Investing and tax filings for his family, 5 hours a week during trading hours and, the owner of SC Partners Holdings, LLC; medical facility management, 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-01 |
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