Crane Advisory provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 1–10 clients last fiscal year.
Crane Advisory reports 468 clients. They include 248 high-net-worth individuals, 219 individual clients and 1 pension or profit-sharing plan. Of its assets, 78.7% ($736M across 1,047 accounts) are managed with discretion; $199M across 1 account is not. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 47% | 14% |
| High-net-worth individuals | 53% | 64% |
| Pension and profit-sharing plans | <1% | 21% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 219 | $133M | 14.3% | $609K |
| High-net-worth individuals | 248 | $603M | 64.5% | $2.43M |
| Pension and profit-sharing plans | Fewer than 5 | $199M | 21.3% | $199M |
| Total | 468 | $935M | 100% | — |
- Clients
- 219
- Regulatory AUM
- $133M
- AUM share
- 14.3%
- Avg. per client
- $609K
- Clients
- 248
- Regulatory AUM
- $603M
- AUM share
- 64.5%
- Avg. per client
- $2.43M
- Clients
- Fewer than 5
- Regulatory AUM
- $199M
- AUM share
- 21.3%
- Avg. per client
- $199M
Total
- Clients
- 468
- Regulatory AUM
- $935M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Crane Advisory charges up to 1.25% a year for its Comprehensive Portfolio Management. The fee is billed in arrears, is negotiable and requires an account of at least $500,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Standalone financial planning and consulting
- Hourly fees are capped at $1,000 an hour; flat fees and annual recurring fees are each capped at $60,000.
Crane Family Trust DTD 11/25/1988 owns 25% to 50% of Crane Advisory and is in turn owned by Monsie Crane (50–75%). Todd Crane is CEO; the leadership team includes Chief Operating Officer Donald Crane. It has 12 employees, 3 of them in advisory roles.
Staff
- 12 employees
- 3 in advisory functions
- 3 state-registered reps
- 7 broker-dealer reps
- 6 insurance agents
- Owns 25% to 50% of Crane Advisory LLC
Crane Family Trust DTD 11/25/1988
Control person · since July 2021
- Owns 50% to 75% of Crane Family Trust DTD 11/25/1988
Monsie Crane
Control person · since November 1988
- Owns 25% to 50% of Crane Advisory LLC
Crane Family Trust DTD
Control person · since July 2021
- Owns 10% to 25% of Crane Advisory LLC
Donald Crane
Control person · since June 2021
- Owns 10% to 25% of Crane Advisory LLC
Todd Crane
Control person · since June 2021
- Owns 10% to 25% of Crane Advisory LLC
Alex Crane
since March 2022
Crane Advisory’s regulatory assets grew Infinity× from $0 (July 2021) to $935M (February 2026); employees rose from 5 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $935M | 468 | 12 | 1 |
| Mar 2025March 2025 | $809M | 438 | 12 | 1 |
| Mar 2024March 2024 | $645M | 364 | 9 | 1 |
| Aug 2023August 2023 | $397M | 188 | 5 | 1 |
| Mar 2022March 2022 | $246M | 65 | 5 | 1 |
| Jul 2021July 2021 | $0 | 0 | 5 | 1 |
Besides its headquarters, Crane Advisory has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 801 E. Chapman Ave, Suite 104, FullertonHQ
Other business names
Crane Advisory has reported 1 other business name to the SEC.
- Crane & Associates Wealth Management
Contact and registration details
- Legal name
- Crane Advisory LLC
- Headquarters
- 801 E. Chapman Ave, Suite 104, Fullerton, CA 92831
- Website
- doncrane.com
- Phone
- 714-525-4445
- SEC file
- 801-121979
- Structure
- California LLC
- Fiscal year end
- December
Crane Advisory’s named custodians for separately managed accounts are Charles Schwab ($736M, 79%) and Capital Client Group ($199M, 21%). Crane Advisory has custody of $401M for 277 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $736M79%
- Capital Client GroupCapital Client Group, Inc. · Los Angeles, CA · $199M21%
At year end, Crane Advisory’s separately managed accounts were mostly in funds (94%). Its reported 13F holdings for the quarter ended 30 June 2026 total $697M across 55 positions; the largest are Vanguard Index Fds (17.0%), Vanguard Index Fds (13.8%) and Pgim ETF TR (10.9%).
What the accounts hold
- Stocks4%
- Funds94%
- Bonds1%
- Cash1%
How many clients does Crane Advisory have?
Crane Advisory has 468 clients and manages $935 million for them, as of February 2026. They include 248 high-net-worth individuals, 219 individual clients and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 February 2026
What services does Crane Advisory offer?
Crane Advisory provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Crane Advisory charge?
Crane Advisory charges up to 1.25% a year for its Comprehensive Portfolio Management. The fee is billed in arrears, is negotiable and requires an account of at least $500,000.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 25 February 2026
Which custodians does Crane Advisory use?
Crane Advisory’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $736M and Capital Client Group, Inc. (Los Angeles, CA), with $199M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 February 2026
How many financial advisors does Crane Advisory have?
Crane Advisory has 3 investment adviser representatives registered with state securities authorities, out of 12 employees, and 3 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Crane Advisory invest in?
At the end of its last fiscal year, Crane Advisory’s separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities, 1% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Crane Advisory have a minimum investment?
Yes, Crane Advisory’s minimum account size for its Comprehensive Portfolio Management is $500K.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 25 February 2026
Who owns Crane Advisory?
Crane Advisory is owned through a trust by Monsie Crane. Its direct owners are Donald Crane, Todd Crane, Crane Family Trust DTD 11/25/1988, Crane Family Trust DTD and Alex Crane, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 25 February 2026
How does Crane Advisory get paid?
Crane Advisory is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Crane Advisory?
Crane Advisory’s main office is at 801 E. Chapman Ave, Suite 104, Fullerton, CA 92831. Its phone number is 714-525-4445. Its website is doncrane.com.