Investment adviser · CRD 153594
KRANE FINANCIAL SOLUTIONS
Investment adviser filing (IA)
KRANE FINANCIAL SOLUTIONS, LLC
CALABASAS, CA, United States · Form ADV filed Mar 10, 2026
- Regulatory AUM
- $295M Form ADV · Item 5.F
- Client accounts
- 588 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 65 | $204,347,699 | 69.3% |
| Individuals | 102 | $47,125,798 | 16.0% |
| Other clients | Fewer than 5 | $29,904,032 | 10.1% |
| Retirement plans | 7 | $6,736,181 | 2.3% |
| Charities | Fewer than 5 | $4,128,646 | 1.4% |
| Corporations & businesses | Fewer than 5 | $2,728,893 | 0.9% |
Filing source
Form ADV 2065212 · Mar 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
24007 VENTURA BLVD, SUITE 250CALABASAS, CA, 91302, United States
CRD 153594
Filing source
Form ADV 2065212 · Mar 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.