Kanno Capital

Kanno Capital provides fee-based financial planning, consulting and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. The brochure reports that, as of December 31, 2025, the firm managed $40,642,091 on a discretionary basis and $3,532,287 on a non-discretionary basis, and offers services across retirement, tax, estate and specialty planning plus a digital wealth portal and a recommended cash sweep through Flourish.

The firm typically manages separately managed accounts on a discretionary basis and may engage unaffiliated third‑party managers; its security analysis uses fundamental, technical and charting methods and its implementation spans long‑term, short‑term and trading strategies, including options, derivatives, foreign equities and ETFs. For retirement plans and deferred compensation arrangements Kanno Capital provides pension and profit‑sharing consulting and can be engaged as an ERISA Section 3(21) or Section 3(38) fiduciary.

Noteworthy features cited in the brochure include the principal’s role as an independent insurance agent—spending approximately 30% of her time on insurance appointments and receiving customary commissions—and the firm’s explicit provision of advisory services to other investment advisers and sub‑advised accounts. The adviser also discloses that it may invest in or recommend private investment vehicles (including public non‑traded REITs and BDCs) and accepts a broad set of instruments, which indicates capacity to work with pooled or specialized institutional assets in addition to individual clients.