Kanani Advisory Group Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Irvine, CA. Its latest Form ADV filing, dated April 14, 2026, reports $288M in regulatory assets under management, 8 employees, and 1,200 accounts.
Assets Under Management
$288M
Employees
8
Offices
--
Total Clients
598
Primary office
IRVINE, CA
16440 BAKE PARKWAY, SUITE 150, IRVINE, CA, United States
Top client segmentIndividuals represent 89.1% of total clients.
Top client categories% of clientsClients
1
Individuals
89.1%
533
2
HNWI
9.4%
56
3
Pension Plans
1.3%
8
4
Corporations
0.2%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$288Mas of April 14, 2026
Discretionary90.8%
$262M
91% of total RAUM90.8%
Non-discretionary9.2%
$26M
9% of total RAUM9.2%
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$288M
Total Accounts1,200
10Y AUM Change+$150M (+109.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee75:1
10Y Employee Change+3 (+60.0%)
* 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.