Hedge Fund Database

CRANE & ASSOCIATES WEALTH MANAGEMENT

CRANE ADVISORY LLC Legal Name

Adviser information for CRANE & ASSOCIATES WEALTH MANAGEMENT last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 9
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 9
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 6
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 818 $507.4M
Non-Discretionary 1 $138.1M
Total 819 $645.5M

Clients

Type Number RAUM
Individuals 181 $116.0M
HNW Individuals 182 $391.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $138.1M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation % of AUMHourly chargesFixed fees
Other Business Activities Broker-dealerInsurance broker or agent

Identifiers

SEC RIA File Number 801-121979
SEC ERA File Number 801-121979
SEC CIK Numbers 1951283
SEC CRD Numbers 314432
Legal Entity Identifier None

Principal Office

801 E. CHAPMAN AVE
SUITE 104
FULLERTON
CA
United States
Monday - Friday, 8:30 AM - 5:30 PM
Tel: 714-525-4445, Fax: None

Websites

www.doncrane.com

Chief Compliance Officer

D SCOTT CRANE
CHIEF OPERATING OFFICER AND MANAGING MEMBER
801 E. CHAPMAN AVE
SUITE 104
FULLERTON
CA
United States
Tel: 714-525-4445
(Full email address available in API data)

Regulatory Contact

TODD M CRANE
CHIEF EXECUTIVE OFFICER
801 E CHAPMAN AVE
SUITE 104
FULLERTON
CA
United States
Tel: (714) 525-4445
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CRANE, DONALD, SCOTT Individual – MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF OPERATING OFFICER 06/2021 10-25%
CRANE, TODD, MICHAEL Individual – MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER 06/2021 10-25%
CRANE FAMILY TRUST DTD 11/25/1988 Domestic Entity – MEMBER 07/2021 25-50%
CRANE, DONALD, BRADFORD Individual CRANE FAMILY TRUST DTD 11/25/1988 TRUSTEE 11/1988 50-75%
CRANE, MONSIE, C. Individual CRANE FAMILY TRUST DTD 11/25/1988 TRUSTEE 11/1988 50-75%
CRANE, ALEX, JOSEPH Individual – MANAGING MEMBER 03/2022 10-25%
Crane, Jeff, Allen Individual – MANAGING MEMBER 03/2022 10-25%

No. Employees, Historic

1050202120222023202420255 on 6/30/20215 on 7/30/20215 on 8/4/20215 on 12/8/20215 on 2/1/20225 on 2/7/20225 on 3/9/20225 on 3/14/20225 on 9/8/20225 on 11/23/20225 on 2/27/20235 on 4/14/20235 on 8/1/20235 on 9/15/20239 on 3/20/2024

RAUM, Historic

700M350M0202120222023202420250 on 6/30/20210 on 7/30/20210 on 8/4/2021102400000 on 12/8/2021245658272 on 2/1/2022245658272 on 2/7/2022245658272 on 3/9/2022245658272 on 3/14/2022245658272 on 9/8/2022245658272 on 11/23/2022397494424 on 2/27/2023397494424 on 4/14/2023397494424 on 8/1/2023397494424 on 9/15/2023645493379 on 3/20/2024

No. Clients, Historic

4002000202120222023202420250 on 6/30/20210 on 7/30/20210 on 8/4/202157 on 12/8/202165 on 2/1/202265 on 2/7/202265 on 3/9/202265 on 3/14/202265 on 9/8/202265 on 11/23/2022188 on 2/27/2023188 on 4/14/2023188 on 8/1/2023188 on 9/15/2023364 on 3/20/2024

Holdings

From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALPHABET INC CAP STK CL A 944K 5K –
ALPHABET INC CAP STK CL C 3M 17K –
AMAZON COM INC COM 716K 4K –
AON PLC SHS CL A 499K 2K –
APPLE INC COM 4M 17K –
BOEING CO COM 362K 2K –
CATERPILLAR INC COM 333K 1K –
CHEVRON CORP NEW COM 348K 2K –
DISNEY WALT CO COM 417K 4K –
EDISON INTL COM 549K 8K –
EXXON MOBIL CORP COM 281K 2K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 1M 31K –
ISHARES INC CORE MSCI EMKT 5M 92K –
ISHARES TR 0-3 MNTH TREASRY 232K 2K –
ISHARES TR ESG SCRND S&P500 276K 6K –
ISHARES TR FLTG RATE NT ETF 50M 983K –
ISHARES TR MSCI INTL QUALTY 7M 187K –
ISHARES TR US TREAS BD ETF 25M 1M –
JOHNSON & JOHNSON COM 2M 11K –
JPMORGAN CHASE & CO. COM 264K 1K –
MERCK & CO INC COM 258K 2K –
META PLATFORMS INC CL A 1M 2K –
MICROSOFT CORP COM 2M 3K –
NVIDIA CORPORATION COM 626K 5K –
PEARSON PLC SPONSORED ADR 176K 14K –
PGIM ETF TR PGIM ULTRA SH BD 69M 1M –
REALTY INCOME CORP COM 560K 11K –
SCHWAB STRATEGIC TR INT-TRM U.S TRES 48M 979K –
SPDR GOLD TR GOLD SHS 420K 2K –
SPDR S&P 500 ETF TR TR UNIT 333K 600 –
SPDR SER TR PORTFOLIO SH TSR 49M 2M –
VANGUARD INDEX FDS GROWTH ETF 64M 165K –
VANGUARD INDEX FDS MCAP VL IDXVIP 210K 1K –
VANGUARD INDEX FDS MID CAP ETF 15M 61K –
VANGUARD INDEX FDS S&P 500 ETF SHS 87M 171K –
VANGUARD INDEX FDS SMALL CP ETF 15M 67K –
VANGUARD INDEX FDS TOTAL STK MKT 456K 2K –
VANGUARD INDEX FDS VALUE ETF 38M 238K –
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 877K 4K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 24M 132K –
VANGUARD WORLD FD MEGA CAP VAL ETF 875K 7K –