William Kan
Candent Capital, LLC · San Francisco, California
William Kan is a fee-only financial advisor at Candent Capital, LLC in San Francisco, California, who holds the CFA, CFP and MBA credentials. Candent Capital, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to William →
Facts
| Firm | Candent Capital, LLC |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $19.9M across 65 accounts |
| Credentials | CFA · CFP · MBA |
| SEC registration | Investment adviser representative in CA · CRD 2985628 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
How William's firm compares
- Candent Capital, LLC's average account is about $306,000, from its Form ADV (assets managed divided by 65 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about William
Is William Kan a fee-only financial advisor?
Yes. William Kan is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by William's firm.
How does William charge for financial advice?
William's firm, Candent Capital, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Kan based?
William Kan is based in San Francisco, California.
What credentials does William Kan hold?
William Kan holds the CFA, CFP and MBA credentials.
Is William Kan registered with the SEC?
Yes. William Kan is registered as an investment adviser representative in CA (CRD 2985628), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Candent Capital, LLC manage?
Candent Capital, LLC reports $19.9M across 65 accounts in assets under management.
How do I contact William Kan?
Contact details aren't on file yet. Search for Candent Capital, LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.