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Private Wealth Daily
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The Lean 100 · 2026 edition
No.1
Davidson Kahn Capital Management logo

Davidson Kahn Capital Management

Sherman Oaks, CA · Firm website

302%AUM growth, 2024 to 2026
$415MAUM in the 2026 filing
91%client growth
4people at the firm

AUM by filing

$47M2023
$103M2024
$215M2025
$415M2026

Clients by filing

882023
1322024
1872025
2522026

Key people

  • Jake DavidsonInvestment Adviser RepresentativeOwner · 9 years at the firm
    in
  • Drew CohenManaging Director, Portfolio Manager4 years at the firm
    in
  • Alex LanzkowskyManaging Director4 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth302%104%
  • Client growth91%43%
  • People47
  • AUM per person$103.9M$49.7M

Rank by measure

  • Official rankNo. 1302%
  • Client growthNo. 1991%
  • AUM added per personNo. 4$78.1M
  • AUM per personNo. 14$103.9M
No. 2 Integrity Investment Advisors →
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Davidson Kahn Capital Management: No. 1 on The Lean 100 (2026) — Private Wealth Daily