Kaydan Wealth Management

Investor Summary

Founded in 1987 (per LinkedIn) or 1996 (per regulatory filings), Kaydan Wealth Management is led by James Brendan Kruzan, CFP®, CRPC®, who serves as President and Chief Compliance Officer. The firm manages $655.1 million in assets for 1,075 clients, including 937 non-high-net-worth individuals and 138 high-net-worth individuals. The team includes Dylan J. Stewart (CFP®, CPA), Jen Slater (CFP®, CRPC®), and Mathew Britt (Senior Investment Analyst). The firm has received industry recognition from Barron's and Forbes rankings.

Fund Strategy

At Kaydan Wealth Management, we're dedicated to helping you achieve your financial aspirations with confidence and clarity. The firm emphasizes their signature Evolutionary Wealth Process which integrates investment consulting, advanced financial planning, and relationship management to create tailored financial roadmaps aligned with both short-term objectives and long-term aspirations. The firm operates as a fiduciary, providing comprehensive wealth management services through two primary models: Kaydan 360 for established clients and Kaydan 180 for entry-level services.

ANNUALIZED SINCE INCEPTION	QUARTERLY	YTD
-	-	-

Date	Letter	Tickers	Keywords	Pitches	Quick Takes
Jul 1 2026	2026 Q2	-	-	-
Apr 13 2026	2026 Q1	-	Economic, liquidity, Markets, volatility	-	Kaydan's Q1 2026 review highlights liquidity as the quarter's defining theme, with investors prioritizing flexibility amid changing economic signals and increased volatility. The firm views these shifts as natural market responses to evolving conditions, emphasizing the importance of maintaining long-term perspective during periods of heightened market movement and uncertainty.
Jan 12 2026	2025 Q4	-	consumer, Economic, Labor, Market, Valuations	-	Markets present a 'land of confusion' with economic indicators showing slowing momentum while equities hover near highs. Key concerns include rising consumer debt, labor market shifts, heavy market concentration in Magnificent Seven, and conflicting data signals. Focus remains on long-term perspective over short-term noise, emphasizing context and controllable factors for investors.

Date

Letter

Tickers

Keywords

Pitches

Quick Takes

Jul 1 2026

2026 Q2

Apr 13 2026

2026 Q1

Economic, liquidity, Markets, volatility

Kaydan's Q1 2026 review highlights liquidity as the quarter's defining theme, with investors prioritizing flexibility amid changing economic signals and increased volatility. The firm views these shifts as natural market responses to evolving conditions, emphasizing the importance of maintaining long-term perspective during periods of heightened market movement and uncertainty.

Jan 12 2026

2025 Q4

consumer, Economic, Labor, Market, Valuations

Markets present a 'land of confusion' with economic indicators showing slowing momentum while equities hover near highs. Key concerns include rising consumer debt, labor market shifts, heavy market concentration in Magnificent Seven, and conflicting data signals. Focus remains on long-term perspective over short-term noise, emphasizing context and controllable factors for investors.

QUARTER	THEMES	TAGS
2026 Q1	Liquidity The quarter was defined by liquidity becoming a priority, with investors adjusting to changing economic signals. This environment reflects a desire for flexibility and increased market movement.	Liquidity Flexibility Volatility
2025 Q4	AI Manager draws parallels between today's AI-driven environment and the 2014-15 oil collapse, warning that AI has become a macroeconomic assumption embedded in capital expenditure plans and valuations. Notes AI infrastructure is profoundly energy-intensive with rising electricity costs and grid constraints challenging assumptions of frictionless scalability.	Artificial Intelligence Data Centers Energy Infrastructure Valuations Technology
	Energy Discusses energy constraints as underappreciated risks in AI infrastructure, with data centers becoming largest single-site electricity consumers. Rising power costs compress margins while grid expansion delays extend deployment timelines, introducing regulatory uncertainty difficult to model.	Electricity Power Grid Data Centers Infrastructure Utilities
	Value Manager emphasizes discipline in seeking businesses trading below intrinsic value, noting they continue to find interesting opportunities in areas overlooked amid prevailing narratives. Approach remains grounded in intrinsic value despite market preference for narrative momentum over breadth.	Intrinsic Value Discipline Fundamentals Long-term Patience

QUARTER

THEMES

Liquidity

The quarter was defined by liquidity becoming a priority, with investors adjusting to changing economic signals. This environment reflects a desire for flexibility and increased market movement.

Liquidity Flexibility Volatility

2025 Q4

AI

Manager draws parallels between today's AI-driven environment and the 2014-15 oil collapse, warning that AI has become a macroeconomic assumption embedded in capital expenditure plans and valuations. Notes AI infrastructure is profoundly energy-intensive with rising electricity costs and grid constraints challenging assumptions of frictionless scalability.

Artificial Intelligence Data Centers Energy Infrastructure Valuations Technology

Energy

Discusses energy constraints as underappreciated risks in AI infrastructure, with data centers becoming largest single-site electricity consumers. Rising power costs compress margins while grid expansion delays extend deployment timelines, introducing regulatory uncertainty difficult to model.

Electricity Power Grid Data Centers Infrastructure Utilities

Value

Manager emphasizes discipline in seeking businesses trading below intrinsic value, noting they continue to find interesting opportunities in areas overlooked amid prevailing narratives. Approach remains grounded in intrinsic value despite market preference for narrative momentum over breadth.

Intrinsic Value Discipline Fundamentals Long-term Patience

Date	Pitch Type	Author	Ticker	Company	Industry	Sub Industry	Bull / Bear	Exchange	Keywords	Action
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No industry data available

Jim Kruzan

Kaydan Wealth Management

Investment Summary

Investor Summary

Fund Strategy

FUND PERFORMANCE AS OF 30th June 2026

Investor Letters

Latest Executive Summary:

Executive Summary

Core Thesis

Forward Outlook

Investment Themes

Liquidity

AI

Energy

Value

Investor Pitches

Current Portfolio as of ( 30th June 2026 )

Key Risks identified by Manager:

Key catalysts include:

Portfolio Implications

Ticker Commentary

Jim Kruzan Top Holdings

Recent Buys (13F)

Recent Sells (13F)

13F Sector Summary

Portfolio Distribution

Latest 13D & 13G Filings

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Kaydan Wealth Management