Crane Advisory LLC
● SEC registered since 2021CRD 314432SEC# 801-121979Fullerton, CA
Reg. AUM
$934.6M
Employees
12
Accounts
1,048
Location
Fullerton, CA
Crane Advisory LLC assets under management
Crane Advisory LLC is an SEC-registered investment adviser based in Fullerton, CA. The firm has been registered since 2021. It reports $934.6 million in regulatory assets under management and employs 12 people.
Crane Advisory LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alex Joseph Crane | Managing Member | 10-25% | 2022 |
| Crane Family Trust Dtd 11/25/1988 Control | Member | 25-50% | 2021 |
| Donald Scott Crane Control | Managing Member, Chief Compliance Officer, And Chief Operating Officer | 10-25% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Crane Advisory LLC manage?
Crane Advisory LLC reports $934.6 million in regulatory assets under management on its Form ADV.
How many employees does Crane Advisory LLC have?
Crane Advisory LLC reports 12 employees.
Where is Crane Advisory LLC located?
Crane Advisory LLC is based in Fullerton, CA and has been SEC-registered since 2021.
Does Crane Advisory LLC disclose fund performance?
Crane Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 801 E. Chapman Ave, Suite 104, Fullerton, CA 92831 |
| Phone | 714-525-4445 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1951283 |
| Discloses disciplinary history | No |
Regulatory AUM
$934.6M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$934.6Mregulatory AUM
Discretionary $736MNon-discretionary $198.7M