Lawrence Michael Dan
Financial advisor at Kennicott Capital Management LLC · Larkspur, CA
Last updated 2026-10-10
Claim your profileLawrence Michael Dan is a financial advisor at Kennicott Capital Management LLC in Larkspur, CA, CRD 1504996. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2004-01-02.
Registration
- CRD number
- 1504996
- Registration status
- Active
- IAPD registration
- 2004-01-02
- Industry Experience
- 22 years
- Work Experience
- 23 years
- States registered
- CA
Licenses and exams
- Series 63
- Series 65
Work history
- 2003-09 to Present · Kennicott Capital Management LLC · Corte Madera, CA
Current employment
- Kennicott Capital Management LLC · Larkspur, CA
Kennicott Capital Management LLC
- Regulatory AUM
- $323,918,154
- Registered advisors
- 1
- Offices
- 1
- Average AUM per client
- $5.9M (Moderate)
- High-net-worth client ratio
- 78.2% (High)
Kennicott Capital Management LLC: advisors, services and reported ETF investments
About
Lawrence Michael Dan is a financial advisor at Kennicott Capital Management LLC in Larkspur, CA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 22 years of industry experience and 23 years of reported work history.
Kennicott Capital Management LLC's firm-level Form ADV reports 1 advisors across 1 offices; approximately 55.0 clients per advisor, average assets per client of $5,889,421, and regulatory AUM of $323.9M; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations; services including Portfolio Management: Individuals and Small Businesses.
PortfolioFuture's firm-level 13F analysis covers $203.4M across 31 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Lawrence Michael Dan personally.
Reported ETF positions
Kennicott Capital Management reports 31 ETF positions worth $203.4M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| QQQ — Invesco QQQ Trust, Series 1 | $53.5M |
| VV — Vanguard Morningstar Large-Cap ETF | $24.1M |
| VUG — Vanguard Morningstar Growth ETF | $22.8M |
| SPY — SPDR S&P 500 ETF TRUST | $18.6M |
| SGOV — iShares 0-3 Month Treasury Bond ETF | $15.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Kennicott Capital Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $6.5M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $6.5M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | IYF — iShares U.S. Financial ETF | $2.3M | Top 97.2% | Residual alpha +1.39% · Residual Sharpe 0.05 |
| Diversification Benefits | SGOV — iShares 0-3 Month Treasury Bond ETF | $15.1M | Top 90.2% | Replicability (R²) 88.6% · Residual Sharpe 1.39 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Kennicott Capital Management LLC on Form ADV.
Client services
- Individuals and Small Businesses
Fee options
- Percentage of Assets Under Management
Location
Larkspur, CA
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: (888) 882-2721
Official record
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