Adam Anschultz
Kanan Advisors · Malibu, California
Adam Anschultz is a fee-only financial advisor at Kanan Advisors in Malibu, California. Kanan Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Kanan Advisors |
|---|---|
| Based in | Malibu, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $51.0M across 170 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6800014 |
| Exams passed | Series 65 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Profile |
How Adam's firm compares
- Kanan Advisors's average account is about $300,000, from its Form ADV (assets managed divided by 170 accounts).
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Questions about Adam
Is Adam Anschultz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Kanan Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Kanan Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Adam Anschultz based?
Adam Anschultz is based in Malibu, California.
Is Adam Anschultz registered with the SEC?
Yes. Adam Anschultz is registered as an investment adviser representative in CA (CRD 6800014), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kanan Advisors manage?
Kanan Advisors reports $51.0M across 170 accounts in assets under management.
How do I contact Adam Anschultz?
Contact details aren't on file yet. Search for Kanan Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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