Jake Davidson
Jake Davidson is a registered investment advisor at Davidson Kahn Capital Management, LLC, based in Sherman Oaks, CA, with 8 years of industry experience. Jake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 252 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Portfolio Management Fees will not be more than 1.00% of assets under management. Advisory fees may vary among portfolios based on a variety of factors.
Fee Estimator
Location
14011 Ventura Blvd,, Suite 302, Sherman Oaks, CA, 91423
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jake is involved in several business activities. He is the managing member of AAE Capital Holdings LLC, spends about a quarter of his time as President of J. R. Davidson and CO, and dedicates minimal time as a 50% owner of Billie Goat Business Solutions.
Employment History
Current Registrations
Davidson Kahn Capital Management, LLC
State Registrations2 states
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.