Charles Davis
Kane Investment Management · Los Gatos, California
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.
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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 | $240.5M across 478 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4717241 |
| Exams passed | Series 65 (1999) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.kaneinvestment.com |
How Charles's firm compares
- Kane Investment Management's average account is about $503,000, from its Form ADV (assets managed divided by 478 accounts).
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Questions about Charles
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.
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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