# Krane Financial Solutions

> Krane Financial Solutions is an SEC-registered investment advisory firm in Calabasas, CA, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 153594
- Filed as: KRANE FINANCIAL SOLUTIONS
- Legal name: Krane Financial Solutions, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Calabasas, CA
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153594
- AdvisorCensus page: https://advisorcensus.com/firm/krane-financial-solutions-calabasas-ca-153594

## Quick answers

**How is Krane Financial Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), Krane Financial Solutions 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 Krane Financial Solutions located?**
Krane Financial Solutions' principal office is in Calabasas, CA, according to its Form ADV.

**Is Krane Financial Solutions registered with the SEC or a state?**
Krane Financial Solutions is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 153594.

**How much does Krane Financial Solutions manage?**
Krane Financial Solutions reports $294,971,249 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (63% discretionary).

**How have Krane Financial Solutions' assets and staff changed since 2021?**
In the Form ADV data for Krane Financial Solutions: Regulatory assets under management: $142,718,121 in the October 2021 data and $294,971,249 in the October 2026 data, up 107%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Krane Financial Solutions serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (102); high net worth individuals (65); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does Krane Financial Solutions use?**
Krane Financial Solutions' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Krane Financial Solutions 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/153594

**What changed in Krane Financial Solutions' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $256,865,225 to $294,971,249 (+15%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- 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: $294,971,249
- Discretionary: $185,520,275
- Non-discretionary: $109,450,974

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $47,125,798 |
| High net worth individuals | 65 | $204,347,699 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $6,736,181 |
| Charitable organizations | 2 | $4,128,646 |
| Corporations or other businesses not listed above | 2 | $2,728,893 |
| Other | 2 | $29,904,032 |

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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL, LA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [kranefinancialsolutions.com](https://kranefinancialsolutions.com)
- Facebook @kranefinancialsolutions
- LinkedIn @krane-financial-solutions
- YouTube @KraneFinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $142,718,121 | 3 | March 19, 2021 |
| October 2022 | $181,403,671 | 3 | March 7, 2022 |
| October 2023 | $171,744,965 | 3 | June 5, 2023 |
| October 2024 | $220,604,779 | 3 | March 18, 2024 |
| October 2025 | $256,865,225 | 4 | March 27, 2025 |
| October 2026 | $294,971,249 | 4 | March 10, 2026 |

Regulatory assets under management: $142,718,121 in the October 2021 data and $294,971,249 in the October 2026 data, up 107%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $256,865,225 to $294,971,249 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Krane Financial Solutions (CRD 153594): Form ADV filing data as of October 2026.