Broker-dealer firm · Fullerton, CA
Crane & Associates Wealth Management
Crane Advisory LLC · SEC-registered investment adviser · CRD 314432 · SEC 801-121979
At a glance
Crane & Associates Wealth Management is an SEC-registered investment adviser based in Fullerton, California, with $935 million in regulatory assets under management as of its Form ADV filed February 25, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 467 individual clients. By Form ADV it is a broker-dealer firm, ranked 167th of 391 broker-dealer firms and 5,567th of 17,210 SEC-registered advisers by assets.
Main office 714-525-4445doncrane.comAs filed on Form ADV
- Regulatory AUM
- $935M
- Rank among broker-dealer firms
- #167 of 391
- Rank among all SEC RIAs
- #5,567 of 17,210
- Rank in California
- #647 of 1,873
- Individual clients
- 467
- High-net-worth clients
- 248
- Accounts
- 1,048
- Discretionary
- 79% of AUM
- Employees
- 12
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Donald S. CraneManaging Member, Chief Compliance Officer, and Chief Operating Officer
- Todd M. CraneManaging Member, Chief Executive Officer, and Chief Investment Officer
- Alex J. CraneManaging Member
Custody and brokerage
Broker-dealer
Hybrid RIA
Crane & Associates Wealth Management is a hybrid RIA: 7 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed February 2026) names Cetera Wealth Services and Cetera as the broker-dealer its advisers are registered with.
ADV Part 2A – Firm Brochure Page 7 Crane & Associates Wealth Management Commissionable Securities Sales Representatives of our firm are registered representatives of Cetera Wealth Services LLC (“Cetera”), member FINRA/SIPC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 248 | $603M | 64% |
| Pension and profit sharing plans | 1 | $199M | 21% |
| Individuals | 219 | $133M | 14% |
Disciplinary disclosures
Crane & Associates Wealth Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗doncrane.com ↗
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The full record on Crane & Associates Wealth Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 130 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Crane & Associates Wealth Management manage?
Crane & Associates Wealth Management reports $935 million in regulatory assets under management across 1,048 accounts, 79% of it on a discretionary basis, on its Form ADV filed February 25, 2026.
What kind of firm is Crane & Associates Wealth Management?
Crane & Associates Wealth Management is a broker-dealer firm by its Form ADV answers. The firm is itself registered as a broker-dealer as well as an investment adviser.
Who are Crane & Associates Wealth Management’s clients?
By assets, its largest client types are high-net-worth individuals ($603 million, 248 clients); pension and profit sharing plans ($199 million, 1 clients); individuals ($133 million, 219 clients).
Does Crane & Associates Wealth Management have any disciplinary history?
Crane & Associates Wealth Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Crane & Associates Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →