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KRANE FINANCIAL SOLUTIONS
Legal name: KRANE FINANCIAL SOLUTIONS, LLC
CRD 153594File 801-71344
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$295.0M
Below cohort median (national)
Discretionary AUM
$185.5M
Non-discretionary $109.5M
Clients
178
588 accounts
Employees
4
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 15, 2010
- Principal office
- 24007 VENTURA BLVD, SUITE 250, CALABASAS, CA, 91302
- Phone
- 310-989-0934
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $295.0M
- Discretionary AUM
- $185.5M
- Non-discretionary AUM
- $109.5M
- Discretionary accounts
- 468
- Non-discretionary accounts
- 120
- Total accounts
- 588
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.7M |
| Charitable organizations | Fewer than 5 | $4.1M |
| High net worth individuals | 65 | $204.3M |
| Pension and profit sharing plans | 7 | $6.7M |
| Individuals (other than high net worth individuals) | 102 | $47.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 180 | 178 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.