Dave Kanen
Chief Executive Officer at Kanen Wealth Management LLC
Net worth: 526 551 $ as of 2024-04-29
Profile
Mr. David L.
Kanen is a Portfolio Manager & President at Kanen Wealth Management LLC.
He founded the firm in 2016 and has over 34 years of investment experience.
Mr. Kanen was employed as an Independent Director by Build-A-Bear Workshop, Inc., a Non-Executive Chairman by BBQ Holdings, Inc., an Analyst by Aegis Capital Corp., a Senior Financial Consultant by WFG Investments, Inc., a Principal by Sterling Financial Investment Group, a Principal by A.G.
Edwards & Sons, Inc., a Vice President-Institutional Sales by First Midwest Securities, Inc., and a First Vice President by Pointe Capital, Inc. He also served on the board at Aqua Metals, Inc. and U.S.
Auto Parts Network, Inc.
He graduated from Jacksonville University with a B.A.
in Marketing in 1988.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
CARPARTS.COM INC
0.25% | 2023-12-20 | 143,572 ( 0.25% ) | 175 158 $ | 2024-04-29 |
EGAIN CORPORATION
0.07% | 2023-10-09 | 22,429 ( 0.07% ) | 138 611 $ | 2024-04-29 |
| 2024-03-19 | 20,237 ( 0.06% ) | 103 613 $ | 2024-04-29 | |
DATA I/O CORPORATION
0.22% | 2024-03-17 | 19,893 ( 0.22% ) | 70 620 $ | 2024-04-29 |
| 2023-01-09 | 738 ( 0.01% ) | 21 616 $ | 2024-04-29 | |
LAZYDAYS HOLDINGS, INC.
0.04% | 2022-10-30 | 4,980 ( 0.04% ) | 16 932 $ | 2024-04-29 |
Dave Kanen active positions
| Companies | Position | Start |
|---|---|---|
Kanen Wealth Management LLC
 Kanen Wealth Management LLC Investment ManagersFinance Kanen Wealth Management LLC (KWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Coral Springs, Florida. The firm was founded by Dave Kanen in 2016. KWM offers portfolio construction advice, recommends market responsive investment strategies, conducts alternative investment fund analysis, manages investment assets for an affiliated pooled investment vehicle, and provides investment company advisory services to an affiliated mutual fund. | Chief Executive Officer | 2016-01-31 |
Former positions of Dave Kanen
| Companies | Position | End |
|---|---|---|
| AQUA METALS, INC. | Director/Board Member | 2023-07-04 |
| BBQ HOLDINGS, INC. | Chairman | 2021-05-20 |
| BUILD-A-BEAR WORKSHOP, INC. | Director/Board Member | 2020-09-07 |
| CARPARTS.COM, INC. | Director/Board Member | 2020-06-01 |
Aegis Capital Corp.
 Aegis Capital Corp. Investment Banks/BrokersFinance Founded in 1984, Aegis Capital Corp. is a broker-dealer located in New York City. They provide a full array of trading and execution services for their clients. They do not provide any internal research | Analyst-Equity | 2016-06-30 |
Training of Dave Kanen
| Jacksonville University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 3 |
|---|---|
| BUILD-A-BEAR WORKSHOP, INC. | Retail Trade |
| AQUA METALS, INC. | Non-Energy Minerals |
| CARPARTS.COM, INC. | Retail Trade |
| Private companies | 8 |
|---|---|
BBQ Holdings, Inc.
 BBQ Holdings, Inc. RestaurantsConsumer Services BBQ Holdings, Inc. engages in the ownership and operation of franchise restaurants. It offers authentic hickory-smoked and off the-grill barbecue favorites, chopped pork, country-roasted chicken, and signature sandwiches and salads. The company was founded on March 14, 1994 and is headquartered in Minnetonka, MN. | Consumer Services |
A.G. Edwards & Sons, Inc.
 A.G. Edwards & Sons, Inc. Investment Banks/BrokersFinance A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries. A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC. | Finance |
Aegis Capital Corp.
Aegis Capital Corp. Investment Banks/BrokersFinance Founded in 1984, Aegis Capital Corp. is a broker-dealer located in New York City. They provide a full array of trading and execution services for their clients. They do not provide any internal research | Finance |
First Midwest Securities, Inc.
 First Midwest Securities, Inc. Investment Banks/BrokersFinance Founded in 1989, First Midwest Securities, Inc. is a broker/dealer headquartered in Bloomington, Illinois. The firm is a subsidiary of Affiliated Advisors Group, Inc. Their ultimate parent is American International Group, Inc. (NYSE: AIG). They provide an array of trading and execution services for their clients. First Midwest Securities does not provide any internal research. | Finance |
Sterling Financial Investment Group
 Sterling Financial Investment Group Investment ManagersFinance Sterling Financial Investment Group is an investment advisor headquartered in Boca Raton, Florida with an additional office in Miami, Florida | Finance |
WFG Investments, Inc.
 WFG Investments, Inc. Investment Banks/BrokersFinance Founded in 2004, WFG Investments, Inc. is a full service broker-dealer located in Dallas, Texas. The firm is a subsidiary of Williams Financial Group, Inc., a financial services firm founded in 1988 by Wilson Williams. WFG Investments is a member of the NASD and the SPIC. The firm provides support, investment products and a broad array of services to a select group of U.S. financial advisors and their clients. | Finance |
Pointe Capital, Inc.
 Pointe Capital, Inc. Investment Banks/BrokersFinance Founded in 2004 by Paul Richardson and Daniel Levene, Pointe Capital, Inc. is a registered broker/dealer located in Boca Raton, Florida with an additional office in Smithtown, New York. They are a subsidiary of JHS Capital Holdings, Inc., a financial services firm located in Tampa, Florida. Pointe Capital's clients include individuals, families, and institutions. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Pointe Capital is registered in all 50 States and is a member of the SIPC and FINRA. Pointe Capital provides unbiased, anonymous agency execution to institutional traders. Clients can manage their own orders through the firm's trading software, give their orders to the firm's trade desk to be worked or use a combination of both methods. The firm acts only on an agency basis. Trades are executed through venues chosen either by the client or by a Pointe trader. The firm does not buy from or sell stock to their clients. Pointe Capital has direct access to all exchanges and all ECNs and can customize a connectivity solution specifically suited for each client. | Finance |
Kanen Wealth Management LLC
Kanen Wealth Management LLC Investment ManagersFinance Kanen Wealth Management LLC (KWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Coral Springs, Florida. The firm was founded by Dave Kanen in 2016. KWM offers portfolio construction advice, recommends market responsive investment strategies, conducts alternative investment fund analysis, manages investment assets for an affiliated pooled investment vehicle, and provides investment company advisory services to an affiliated mutual fund. | Finance |
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