# Crane Investments Inc

> Crane Investments Inc is a state-registered investment advisory firm in Laguna Beach, CA, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 172755
- Filed as: CRANE INVESTMENTS INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Laguna Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172755
- AdvisorCensus page: https://advisorcensus.com/firm/crane-investments-inc-laguna-beach-ca-172755

## Quick answers

**How is Crane Investments Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Crane Investments Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Crane Investments Inc located?**
Crane Investments Inc's principal office is in Laguna Beach, CA, according to its Form ADV.

**Is Crane Investments Inc registered with the SEC or a state?**
Crane Investments Inc is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 172755.

**How much does Crane Investments Inc manage?**
Crane Investments Inc reports $9,233,910 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (60% discretionary).

**What types of clients does Crane Investments Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34).

**Does Crane Investments Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/172755

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $9,233,910
- Discretionary: $5,520,653
- Non-discretionary: $3,713,257

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $8,802,019 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $431,891 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (10 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crane Investments Inc (CRD 172755): Form ADV filing data as of October 2026.