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Crane Capital Management LLC

Updated today

Client assets under management

$33,983,984

Clients

21

57% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

11

Very Low

Average account size

$1,618,285

About

Crane Capital Management provides bundled investment advisory, financial planning, and portfolio management services to individuals, corporations, and non-profit organizations, creating an Investment Policy Statement for each client and managing about $43.2 million on a discretionary basis. The firm tailors recommendations to clients’ financial situations and combines these services under a single fee arrangement.

The firm emphasizes long-term, balanced portfolios across multiple asset classes, using third-party fundamental and technical research and generally holding securities for extended horizons while permitting short-term trades when appropriate. It typically operates with discretionary authority, monitors accounts continuously, and conducts at least quarterly reviews tied to each client’s IPS.

Notably, the brochure states the firm could work with a broad set of institutional clientele uncommon for a small adviser — including sovereign wealth funds, banking or thrift institutions, state or municipal governments, insurance companies, and other investment adviser or foreign fund clients. The firm also discloses the potential use of derivatives (e.g., occasional covered option positions) in client accounts, does not accept soft dollars, and currently uses a single designated reviewer for account oversight.

Client services

Financial planning Portfolio management

Expertise

College savings (529s, UTMA, etc.) Income planning Retirement income strategy Active portfolio management ESG / Sustainable investing

Fee options

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Other

Account minimum: $250,000

Main office location

Crane Capital Management LLC

4154 Shoreline Drive, Suite 220

Spring Park MN 55384, United States

Number of offices

1

Most active in

Minnesota

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Connor O

Series 65

Spring Park, MN

Crane Capital Management LLC

Connor Oak is a financial advisor at Crane Capital Management LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including Larson Financial, Intrua Financial, and Work Optional Inc. Crane Capital Management is a state-registered investment adviser managing approximately $23.9 million in discretionary assets for a small client base. The firm provides investment advisory, financial planning, and portfolio management services with an emphasis on long-term, balanced portfolios and a willingness to use option strategies when appropriate.

College savings (529s, UTMA, etc.) Income planning Retirement income strategy Active portfolio management ESG / Sustainable investing
user avatar

Taylor H

CFP®, Series 66

Spring Park, MN

Crane Capital Management LLC

Taylor Harwood is a CFP® with eight years of industry experience, currently serving as an advisor at Crane Capital Management LLC since 2020. His prior experience includes roles at Bank of America, Merrill Lynch, and Minnesota Bank & Trust. Outside of his advisory work, he serves as a director on the boards of Pillsbury United Communities and the Montessori Center of Minnesota, both nonprofit organizations. Crane Capital Management is a state-registered investment adviser managing discretionary assets for a small client base. The firm provides investment advisory, financial planning, and portfolio management services, utilizing fundamental and technical research to construct long-term, balanced portfolios tailored to client-specific investment policy statements.

College savings (529s, UTMA, etc.) Income planning Retirement income strategy Active portfolio management ESG / Sustainable investing
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