Overview
Assets Under Management: $809 million
Headquarters: FULLERTON, CA
High-Net-Worth Clients: 215
Average Client Assets: $593,681
Frequently Asked Questions
CRANE ADVISORY LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #314432), CRANE ADVISORY LLC is subject to fiduciary duty under federal law.
CRANE ADVISORY LLC is headquartered in FULLERTON, CA.
CRANE ADVISORY LLC serves 215 high-net-worth clients according to their SEC filing dated August 11, 2025. View client details ↓
According to their SEC Form ADV, CRANE ADVISORY LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
CRANE ADVISORY LLC manages $809 million in client assets according to their SEC filing dated August 11, 2025.
According to their SEC Form ADV, CRANE ADVISORY LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 215
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.77
Average High-Net-Worth Client Assets: $593,681
Total Client Accounts: 984
Discretionary Accounts: 983
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 314432
Filing ID: 2008848
Last Filing Date: 2025-08-11 13:15:00
Website: https://doncrane.com