Krane Financial Solutions is an SEC registered investment adviser organized as a limited liability company with a primary office location in Calabasas, CA. Its latest Form ADV filing, dated March 10, 2026, reports $295M in regulatory assets under management, 4 employees, and 588 accounts.
Assets Under Management
$295M
Employees
4
Offices
--
Total Clients
180
Primary office
CALABASAS, CA
24007 VENTURA BLVD, SUITE 250, CALABASAS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.7% of total clients.
Top client categories% of clientsClients
1
Individuals
56.7%
102
2
HNWI
36.1%
65
3
Pension Plans
3.9%
7
4
Charitable
1.1%
2
5
Corporations
1.1%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$295Mas of March 10, 2026
Discretionary62.9%
$186M
63% of total RAUM62.9%
Non-discretionary37.1%
$109M
37% of total RAUM37.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$295M
Total Accounts588
10Y AUM Change+$202M (+216.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee45:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.