Cranston Capital Management, LLC logo

Cranston Capital Management, LLC

Updated today

Client assets under management

$27,519,535

Clients

32

31% high-net worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor

Clients per advisor

32

Typical

Average account size

$859,985

About

Cranston Capital Management is an independent registered investment adviser that provides ongoing portfolio management and financial planning to individuals and high‑net‑worth clients; its Form ADV also discloses relationships with banks and thrift institutions, investment companies, pension and profit‑sharing plans, and trusts, estates or charitable organizations. The firm offers investment supervisory services and prepares a written Investment Policy Statement for each client, and may be granted discretionary authority to implement those plans.

The firm tailors portfolios to clients’ goals, time horizons, and documented risk tolerances, and offers financial planning on either an hourly or fixed‑fee basis. Its stated methods of analysis include charting, fundamental, technical and cyclical analysis, and its strategies range from long‑term investing to short‑term trading, including short sales, margin transactions and options writing, using a broad set of instruments (mutual funds, equities, bonds, ETFs, hedge funds, REITs and insurance products) where appropriate.

What is distinctive for a firm of this size is its mix of client types and in‑house management: it reports managing roughly $27.5 million across its client base while serving several institutional and retirement‑related client categories that are less common among peers. The brochure also notes practices such as handling all asset management internally rather than selecting sub‑advisers, the use of block trading, custody through Schwab Institutional, and a written Code of Ethics with procedures to document and address potential personal‑trading conflicts.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Active portfolio management

Fee options

Fixed

Flat fees for financial planning services, negotiable and based on client needs

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.80% Above $5,000,000+: 0.70%

Project-based

$300 per hour for financial planning services

Other

Fee-only: $300 per hour for financial planning services; flat fees negotiable based on client needs

Main office location

Cranston Capital Management, LLC

Boston MA, United States

Number of offices

1

Most active in

Massachusetts

Disclosures

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

Business activities & affiliations

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")