# Charles Davis

> Charles Davis is a fee-only financial advisor at Kane Investment Management in Los Gatos, California. Kane Investment Management reports charging a percentage of assets and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/charles-davis/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Kane Investment Management
- **Based in:** Los Gatos, California
- **Fee model (firm's Form ADV):** Percentage of assets; Performance-based fees
- **Assets under management (firm):** $240.5M across 478 accounts
- **CRD:** 4717241 (https://adviserinfo.sec.gov/individual/summary/4717241)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (1999)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.kaneinvestment.com

## Frequently asked questions

### Is Charles Davis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Kane Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Charles charge for financial advice?

Charles's firm, Kane Investment Management, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.

### Where is Charles Davis based?

Charles Davis is based in Los Gatos, California.

### Is Charles Davis registered with the SEC?

Yes. Charles Davis is registered as an investment adviser representative in CA (CRD 4717241), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kane Investment Management manage?

Kane Investment Management reports $240.5M across 478 accounts in assets under management.

### How do I contact Charles Davis?

Through Charles's website, www.kaneinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4717241): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.