{
  "crd_number": 314432,
  "slug": "crane-and-associates-wealth-management-fullerton-ca-314432",
  "primary_business_name": "CRANE & ASSOCIATES WEALTH MANAGEMENT",
  "legal_name": "CRANE ADVISORY LLC",
  "dbas": [
    "CRANE & ASSOCIATES WEALTH MANAGEMENT"
  ],
  "city": "Fullerton",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-07-30",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-02-25",
  "carried_forward": false,
  "raum_total": 934631535.0,
  "raum_discretionary": 735957993.0,
  "raum_non_discretionary": 198673542.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 12,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 133293814.0,
      "count": 219
    },
    "pension_profit_sharing": {
      "raum": 198673542.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 602664179.0,
      "count": 248
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "ID",
    "NV",
    "TX",
    "WA"
  ],
  "websites": [
    "https://doncrane.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314432",
  "city_as_filed": "FULLERTON",
  "url": "https://advisorcensus.com/firm/crane-and-associates-wealth-management-fullerton-ca-314432",
  "display_name": "Crane & Associates Wealth Management",
  "summary": "Crane & Associates Wealth Management is an SEC-registered investment advisory firm in Fullerton, CA, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 25, 2026.",
  "citation": "AdvisorCensus. Crane & Associates Wealth Management (CRD 314432): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Crane & Associates Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Crane & Associates Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Crane & Associates Wealth Management charge?",
      "a": "Its Form ADV Part 2A brochure dated February 25, 2026 states: Subscription: up to $60,000 a year (financial planning and consulting services); Flat fee: up to $200,000 a year (Retirement Plan Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Crane & Associates Wealth Management located?",
      "a": "Crane & Associates Wealth Management's principal office is in Fullerton, CA, according to its Form ADV."
    },
    {
      "q": "Is Crane & Associates Wealth Management registered with the SEC or a state?",
      "a": "Crane & Associates Wealth Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 314432."
    },
    {
      "q": "How much does Crane & Associates Wealth Management manage?",
      "a": "Crane & Associates Wealth Management reports $934,631,535 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (79% discretionary)."
    },
    {
      "q": "How have Crane & Associates Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Crane & Associates Wealth Management: Regulatory assets under management: $0 in the October 2021 data and $934,631,535 in the October 2026 data. Total employees: 5 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Crane & Associates Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (248); individuals (other than high net worth individuals) (219); pension and profit sharing plans (but not the plan participants or government pension plans) (1)."
    },
    {
      "q": "Which custodians does Crane & Associates Wealth Management use?",
      "a": "Crane & Associates Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Capital Client Group, Inc. and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Crane & Associates Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/314432"
    },
    {
      "q": "What changed in Crane & Associates Wealth Management's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $809,373,076 to $934,631,535 (+15%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 5,
      "filing_date": "2021-08-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 245658272.0,
      "total_employees": 5,
      "filing_date": "2022-09-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 397494424.0,
      "total_employees": 5,
      "filing_date": "2023-09-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 645493379.0,
      "total_employees": 9,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 809373076.0,
      "total_employees": 12,
      "filing_date": "2025-03-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 934631535.0,
      "total_employees": 12,
      "filing_date": "2026-02-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $809,373,076 to $934,631,535 (+15%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: up to $60,000 a year (financial planning and consulting services)",
      "Flat fee: up to $200,000 a year (Retirement Plan Consulting)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: up to $60,000 a year (financial planning and consulting services)"
        ],
        "quotes": [
          "Flat fees will not exceed $60,000. Annual recurring fees will not exceed $60,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $200,000 a year (Retirement Plan Consulting)"
        ],
        "quotes": [
          "Retirement Plan Consulting: ... The maximum hourly fee to be charged will not exceed $1,000. Flat fees will not exceed $200,000 annually."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": null,
          "min": null,
          "max": 60000.0,
          "period": "annual",
          "service": "financial planning and consulting services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 200000.0,
          "period": "annual",
          "service": "Retirement Plan Consulting"
        }
      ]
    },
    "quotes": [
      "Flat fees will not exceed $60,000. Annual recurring fees will not exceed $60,000.",
      "Retirement Plan Consulting: ... The maximum hourly fee to be charged will not exceed $1,000. Flat fees will not exceed $200,000 annually."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Capital Client Group, Inc.",
      "name_as_filed": "CAPITAL CLIENT GROUP, INC.",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/crane-and-associates-wealth-management-fullerton-ca-314432.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 219,
      "fewer_than_5": false,
      "raum": 133293814.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 248,
      "fewer_than_5": false,
      "raum": 602664179.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 198673542.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/314432",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}