# Crane & Associates Wealth Management

> 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.

- CRD: 314432
- Filed as: CRANE & ASSOCIATES WEALTH MANAGEMENT
- Legal name: Crane Advisory LLC
- Also doing business as: CRANE & ASSOCIATES WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fullerton, CA
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314432
- AdvisorCensus page: https://advisorcensus.com/firm/crane-and-associates-wealth-management-fullerton-ca-314432

## Quick answers

**How is Crane & Associates Wealth Management compensated?**
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).

**How much does Crane & Associates Wealth Management charge?**
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.

**Where is Crane & Associates Wealth Management located?**
Crane & Associates Wealth Management's principal office is in Fullerton, CA, according to its Form ADV.

**Is Crane & Associates Wealth Management registered with the SEC or a state?**
Crane & Associates Wealth Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 314432.

**How much does Crane & Associates Wealth Management manage?**
Crane & Associates Wealth Management reports $934,631,535 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (79% discretionary).

**How have Crane & Associates Wealth Management's assets and staff changed since 2021?**
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.

**What types of clients does Crane & Associates Wealth Management serve?**
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).

**Which custodians does Crane & Associates Wealth Management use?**
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.

**Does Crane & Associates Wealth Management report any disciplinary disclosures?**
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

**What changed in Crane & Associates Wealth Management's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Subscription: up to $60,000 a year (financial planning and consulting services)

> Flat fees will not exceed $60,000. Annual recurring fees will not exceed $60,000.

- Flat fee: up to $200,000 a year (Retirement Plan Consulting)

> Retirement Plan Consulting: ... The maximum hourly fee to be charged will not exceed $1,000. Flat fees will not exceed $200,000 annually.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Capital Client Group, Inc.
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $934,631,535
- Discretionary: $735,957,993
- Non-discretionary: $198,673,542

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 219 | $133,293,814 |
| High net worth individuals | 248 | $602,664,179 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $198,673,542 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 12 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, ID, NV, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- doncrane.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 5 | August 4, 2021 |
| October 2022 | $245,658,272 | 5 | September 8, 2022 |
| October 2023 | $397,494,424 | 5 | September 15, 2023 |
| October 2024 | $645,493,379 | 9 | March 20, 2024 |
| October 2025 | $809,373,076 | 12 | March 6, 2025 |
| October 2026 | $934,631,535 | 12 | February 25, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $809,373,076 to $934,631,535 (+15%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crane & Associates Wealth Management (CRD 314432): Form ADV filing data as of October 2026.