Steven Karkenny
Kanan Advisors · Malibu, California
Steven Karkenny is a fee-only financial advisor at Kanan Advisors in Malibu, California, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6584535 |
| Exams passed | Series 65 (2021) · Series 66 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Profile |
How Steven'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 Steven
Is Steven Karkenny a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven 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 Steven charge for financial advice?
Steven's firm, Kanan Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Steven Karkenny based?
Steven Karkenny is based in Malibu, California.
What credentials does Steven Karkenny hold?
Steven Karkenny holds the CFP credential.
Is Steven Karkenny registered with the SEC?
Yes. Steven Karkenny is registered as an investment adviser representative in CA and TX (CRD 6584535), 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 Steven Karkenny?
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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