Krane Financial Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$294,971,249
Total clients
167
39% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
84
Average account size
$1,766,295
About
Krane Financial Solutions provides investment management, financial and retirement planning, and consulting to individuals, qualified retirement plans, trusts, estates and business clients. The firm serves both individual households (including higher-net-worth clients) and plan sponsors, delivering portfolio management, retirement-plan advisory, financial planning, and business consulting (including a “CFO for Your Business” service).
The firm implements a tactical allocation strategy and uses both fundamental and technical analysis to build customized discretionary and non-discretionary portfolios, employing cash positions, sector tilts and a mix of short- and long-term trades. Krane Financial discloses that it may recommend and use borrowing (margin) in separately managed accounts for certain clients, a practice that increases leverage, margin interest costs, and potential conflicts of interest.
Krane Financial’s offering includes several education-focused features that are less common among peers: plan participant educational seminars, client newsletters, and public speaking engagements, along with a selective Financial Life Experience™ program for clients with more complex needs. The firm generally does not include alternative investments in standard allocations but will conduct due diligence reviews on client‑requested alternatives and provides business-focused consulting alongside its portfolio management services.
Client services
Expertise
Occupation focus
Fee options
$500 to $40,000, charged as one-time fee or annual retainer depending on project and client
0.20% to 1.50% annually (negotiated per client)
$200 to $1,000 per hour, depending on project complexity and client circumstances
Main office location
Krane Financial Solutions
24007 Ventura Blvd, Suite 250
Calabasas CA 91302, United States
Number of offices
1
Most active in
California · Illinois · Louisiana · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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