TK
CFA
TK
CFA

Thomas Kahn

56 Years of Experience
New York, NY
1 DisclosureBroker

Thomas Kahn is a CFA-designated registered investment advisor at Kahn Brothers Advisors LLC, based in New York, NY, with 56 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 373 clients with $430M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
373 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$434.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable and may be larger or smaller than 1%. Fees may exclude cash and equivalents, unsupervised assets or other types of holdings.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

555 Madison Ave, Suite 1303, New York, NY, 10022

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History

Regulatory History (1)
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Regulatory
June 2022
Final
Other Business Activities

Thomas is a manager and analyst for four investment-related businesses: Kahn Brothers Advisors LLC, KB Group Asset Management LLC, Kahn Brothers Asset Management Corp, and KB & Partners Management Co LLC. He dedicates about a quarter of his time to Kahn Brothers Advisors LLC, minimal time to KB Group Asset Management LLC, and a few hours per week to the other two.

Employment History
Current Registrations
Kahn Brothers Advisors LLC
July 2010 - Present · 15 yrs 10 mos
Kahn Brothers LLCBroker
November 1978 - Present · 47 yrs 6 mos
Previous Registrations
Kahn Brothers Advisors LLC
January 1988 - October 2007 · 19 yrs 9 mos
Lehman Brothers Kuhn Loeb IncorporatedBroker
February 1978 - January 1979 · 11 mos
Lehman Brothers IncorporatedBroker
March 1975 - February 1978 · 2 yrs 11 mos
Abraham & CO. INCBroker
July 1969 - March 1975 · 5 yrs 8 mos
State Registrations31 states
AKCACOCTDCDEFLGAILINLAMAMDMEMIMNNCNHNJNMNYOHORPARISCTXUTVAVTWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.