{"url":"https://nivawealth.com/firms/crane-advisory-314432","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/314432","regulatoryAum":934631535,"crd":"314432","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1228564","suffix":null,"lastName":"CRANE","firstName":"DONALD","middleName":"BRADFORD"},{"crd":"5656373","suffix":null,"lastName":"CRANE","firstName":"DONALD","middleName":"SCOTT"},{"crd":"5005867","suffix":null,"lastName":"CRANE","firstName":"TODD","middleName":"MICHAEL"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-30","regulatoryAum":0,"clients":0,"employees":5,"offices":1},{"filedOn":"2022-03-14","regulatoryAum":245658272,"clients":65,"employees":5,"offices":1},{"filedOn":"2023-08-01","regulatoryAum":397494424,"clients":188,"employees":5,"offices":1},{"filedOn":"2024-03-20","regulatoryAum":645493379,"clients":364,"employees":9,"offices":1},{"filedOn":"2025-03-06","regulatoryAum":809373076,"clients":438,"employees":12,"offices":1},{"filedOn":"2026-02-25","regulatoryAum":934631535,"clients":468,"employees":12,"offices":1}],"secFileNumber":"801-121979","legalName":"Crane Advisory LLC","displayName":"Crane Advisory","slug":"crane-advisory-314432","website":"https://doncrane.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"801 E. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Crane Advisory offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Crane Advisory charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Crane Advisory use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Crane Advisory have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Crane Advisory invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Crane Advisory have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Crane Advisory?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Crane Advisory get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Crane Advisory?","answer":"Crane Advisory’s main office is at 801 E. Chapman Ave, Suite 104, Fullerton, CA 92831. Its phone number is 714-525-4445. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}