Gerald Kane
Nordwand Capital · Radnor, Pennsylvania
Gerald Kane is a fee-only financial advisor at Nordwand Capital in Radnor, Pennsylvania. Gerald focuses on estate & legacy planning and family wealth transfer. Nordwand Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Nordwand Capital |
|---|---|
| Based in | Radnor, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.97B across 307 accounts |
| SEC registration | Investment adviser representative in PA · CRD 1598143 |
| Exams passed | Series 63 (1987) · Series 66 (2003) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.nordwandcapital.com |
| Profile |
How Gerald's firm compares
- Nordwand Capital's average account is about $12.9 million, from its Form ADV (assets managed divided by 307 accounts).
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Questions about Gerald
Is Gerald Kane a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gerald holds no broker registration, and Nordwand Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gerald charge for financial advice?
Gerald's firm, Nordwand Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Gerald Kane based?
Gerald Kane is based in Radnor, Pennsylvania.
What does Gerald specialize in?
Gerald's specialties include estate & legacy planning and family wealth transfer. Gerald works with multi-generational families.
Is Gerald Kane registered with the SEC?
Yes. Gerald Kane is registered as an investment adviser representative in PA (CRD 1598143), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nordwand Capital manage?
Nordwand Capital reports $3.97B across 307 accounts in assets under management.
How do I contact Gerald Kane?
Through Gerald's website, www.nordwandcapital.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
- Nordwand Capital website : specialties, clients served, and fees, checked October 30, 2026
- 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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