Krane Financial Solutions provides financial planning, portfolio management for individuals and small businesses, educational seminars, estate planning, insurance, retirement plan services, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
Krane Financial Solutions reports 180 clients. They include 102 individual clients, 65 high-net-worth individuals, and 7 pension and profit-sharing plans. Of its assets, 62.9% ($186M across 468 accounts) are managed with discretion; $109M across 120 accounts are not. Of its clients, 1% are outside the U.S. It advised 23 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 16% |
| High-net-worth individuals | 36% | 69% |
| Pension and profit-sharing plans | 4% | 2% |
| Charitable organizations | 1% | 1% |
| Corporations and other businesses | 1% | <1% |
| Other client typesOther | 1% | 10% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 102 | $47.1M | 16.0% | $462K |
| High-net-worth individuals | 65 | $204M | 69.3% | $3.14M |
| Pension and profit-sharing plans | 7 | $6.74M | 2.3% | $962K |
| Charitable organizations | Fewer than 5 | $4.13M | 1.4% | $2.06M |
| Corporations and other businesses | Fewer than 5 | $2.73M | 0.9% | $1.36M |
| Other | Fewer than 5 | $29.9M | 10.1% | $15M |
| Total | 180 | $295M | 100% | — |
- Clients
- 102
- Regulatory AUM
- $47.1M
- AUM share
- 16.0%
- Avg. per client
- $462K
- Clients
- 65
- Regulatory AUM
- $204M
- AUM share
- 69.3%
- Avg. per client
- $3.14M
- Clients
- 7
- Regulatory AUM
- $6.74M
- AUM share
- 2.3%
- Avg. per client
- $962K
- Clients
- Fewer than 5
- Regulatory AUM
- $4.13M
- AUM share
- 1.4%
- Avg. per client
- $2.06M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.73M
- AUM share
- 0.9%
- Avg. per client
- $1.36M
- Clients
- Fewer than 5
- Regulatory AUM
- $29.9M
- AUM share
- 10.1%
- Avg. per client
- $15M
Total
- Clients
- 180
- Regulatory AUM
- $295M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 23
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Krane Financial Solutions charges 0.20%–1.50% a year for its Investment Management Fees. The fee is billed in advance and is negotiable.
Fee details and sources
Justin Krane owns 75% or more of Krane Financial Solutions. The leadership team of Krane Financial Solutions includes President Justin Krane. It has 4 employees, 2 of them in advisory roles.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Krane Financial Solutions, LLC
Justin Krane
Control person · since April 2010
Krane Financial Solutions’ regulatory assets grew 2.1× from $143M (March 2021) to $295M (March 2026); clients fell from 247 to 180 and employees rose from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $295M | 180 | 4 | 1 |
| Mar 2025March 2025 | $257M | 265 | 4 | 1 |
| Mar 2024March 2024 | $221M | 244 | 3 | 1 |
| Jun 2023June 2023 | $172M | 245 | 3 | 1 |
| Mar 2022March 2022 | $181M | 242 | 3 | 1 |
| Mar 2021March 2021 | $143M | 247 | 3 | 1 |
Besides its headquarters, Krane Financial Solutions has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 24007 Ventura BLVD, Suite 250, CalabasasHQ
Contact and registration details
- Legal name
- Krane Financial Solutions, LLC
- Headquarters
- 24007 Ventura BLVD, Suite 250, Calabasas, CA 91302
- Website
- kranefinancialsolutions.com
- Phone
- 310-989-0934
- @krane-financial-solutions
- SEC file
- 801-71344
- Structure
- California LLC
- Fiscal year end
- December
Krane Financial Solutions’ named custodian for separately managed accounts is Charles Schwab ($295M). Krane Financial Solutions has custody of $89.3M for 109 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Diego, CA · $295M100%
At year end, Krane Financial Solutions’ separately managed accounts were mostly in funds (60%) and bonds (24%). Its reported 13F holdings for the quarter ended 30 June 2026 total $162M across 55 positions; the largest are iShares TR (9.6%), iShares TR (8.8%) and iShares TR (8.2%).
What the accounts hold
- Stocks7%
- Funds60%
- Bonds24%
- U.S. government and agency bonds19%
- State and local bonds4%
- Investment grade corporate bonds1%
- Cash10%
- Other1%
- Cds1%
How many clients does Krane Financial Solutions have?
Krane Financial Solutions has 180 clients and manages $295 million for them, as of March 2026. They include 102 individual clients, 65 high-net-worth individuals, and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Krane Financial Solutions offer?
Krane Financial Solutions provides financial planning, portfolio management for individuals and small businesses, educational seminars, estate planning, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Krane Financial Solutions charge?
Krane Financial Solutions charges 0.20%–1.50% a year for its Investment Management Fees. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A DATED MARCH 27, 2025, filed 10 March 2026
Which custodians does Krane Financial Solutions use?
Krane Financial Solutions’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Diego, CA), with $295M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does Krane Financial Solutions have?
Krane Financial Solutions has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Krane Financial Solutions invest in?
At the end of its last fiscal year, Krane Financial Solutions’ separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 19% U.S. government and agency bonds, 10% cash and equivalents, 7% exchange-traded equities, 4% state and local bonds, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: CDS.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Krane Financial Solutions?
Krane Financial Solutions’ direct owner is Justin Krane (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Krane Financial Solutions get paid?
Krane Financial Solutions 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 Krane Financial Solutions?
Krane Financial Solutions’ main office is at 24007 Ventura BLVD, Suite 250, Calabasas, CA 91302. Its phone number is 310-989-0934. Its website is kranefinancialsolutions.com.