# Kaydan Wealth Management

Kaydan Wealth Management is a Bank / Wealth / Trust based in Fenton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Fenton, United States
- **Region:** North America
- **Address:** Fenton, MI, United States
- **Founded:** 1996
- **Assets under management:** Undisclosed (Altss estimate: <$250M)
- **Website:** kaydanwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/kaydan-wealth-management

## Regulatory record

- **CRD number:** 108964
- **SEC file number:** 801-119365
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-25T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108964

## About

Kaydan Wealth Management launched in 1996 as a Fenton, Michigan registered investment advisor under founder and President David S. Kaydan. The firm emerged during a period of accelerating growth for independent RIAs, positioning itself as a local fiduciary alternative to the large wirehouses and bank trust departments that dominated Michigan wealth management at the time. Kaydan structured the firm around comprehensive financial planning, weaving together retirement income strategies, tax-aware portfolio construction, and estate coordination for a client base centered in Genesee County and the broader southeastern Michigan corridor. The firm's investment approach is built on direct management of individual client portfolios, predominantly through publicly traded equities and fixed-income securities. Rather than operating as a fund-of-funds or pushing proprietary products, Kaydan constructs custom allocations based on each client's stated goals, risk tolerance, and liquidity needs. The geographic footprint remains concentrated in Michigan, with client relationships concentrated among business owners, professionals, and multi-generational families in the Detroit, Ann Arbor, and Flint orbits. Asset-class coverage spans large-cap domestic equities, municipal and taxable bonds, and cash-equivalent instruments, with a notable absence of direct alternatives, venture, or private equity mandates that are typical of larger multi-family offices. David Kaydan's continued presence as President provides multi-decade continuity in investment philosophy and client stewardship. The firm does not maintain additional offices outside of Fenton and has not publicly disclosed participation in club deal networks, philanthropic foundations, or adjacent operating businesses. Regulatory filings through the SEC's IAPD database confirm the firm's standing as a SEC-registered investment adviser, a status consistent with RIAs managing under the $100 million regulatory threshold. The structural distinction at Kaydan Wealth Management lies in its true independence within a consolidating industry. Unlike the thousands of RIAs that have sold to private equity-backed aggregators or national wealth platforms since 2015, Kaydan's long-standing local ownership and single-office footprint preserve an unmediated fiduciary relationship between advisor and client. This architecture eliminates the product-shelf conflicts and revenue-sharing arrangements common in bank-owned wealth divisions, though it also means clients do not access institutional-caliber alternatives, direct real estate syndication, or the scale-driven fee compression that large platforms can deliver.

## Sectors

- Wealth Management
- Financial Planning

## People

- David S. Kaydan — President and Founder

## Questions

### Who runs investment decisions at Kaydan Wealth Management?

David S. Kaydan serves as President and Founder, maintaining direct oversight of the firm's investment approach and portfolio management since the firm's 1996 launch. The firm operates without a separate CIO structure, with investment decisions flowing through Kaydan and the advisory team servicing individual client relationships.

### How does Kaydan Wealth Management source its clients?

Kaydan's client acquisition model relies on local Michigan relationships, professional referrals, and multi-decade community presence rather than national marketing, custodian referral programs, or digital lead generation. This relationship-driven approach is typical of a single-office RIA serving a defined geographic base where the advisor's reputation in the community is the primary client-acquisition engine.

### What is Kaydan Wealth Management's known stance on selling a stake to a private equity aggregator?

Kaydan has made no public disclosure of selling an equity stake to an aggregator or strategic acquirer. The firm remains independently owned by David Kaydan as of the most recent regulatory filings, maintaining the same ownership structure that has been in place since its 1996 founding. However, the firm has not publicly articulated a formal succession plan or stated policy on future transactions.

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Last updated: 2026-08-14T12:30:00.000Z

Canonical page: https://altss.com/profile/kaydan-wealth-management

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