KRANE FINANCIAL SOLUTIONS, LLC
Legal name: KRANE FINANCIAL SOLUTIONS
CRD #153594 SEC #801-71344 CALABASAS, CA 310-989-0934
SEC Registered
Total AUM
$256.9M
Discretionary
$138.8M
Employees
4
Clients
11
Accounts
588
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $256.9M | $138.8M | $118M | 4 | 23 |
| Mar 2025 | $256.9M | $138.8M | $118M | 4 | 23 |
| Mar 2024 | $220.6M | $117.9M | $102.7M | 3 | 22 |
| Jun 2023 | $171.7M | $95.4M | $76.4M | 3 | 13 |
| Mar 2023 | $171.7M | $95.4M | $76.4M | 3 | 13 |
| Mar 2022 | $181.4M | $106.5M | $74.9M | 3 | 17 |
| Mar 2021 | $142.7M | $90.3M | $52.4M | 3 | 21 |
| Apr 2020 | $125.5M | $79.9M | $45.6M | 3 | 16 |
| Apr 2020 | $125.5M | $79.9M | $45.6M | 3 | 16 |
| Mar 2020 | $125.5M | $79.9M | $45.6M | 3 | 16 |
| Sep 2019 | $109M | $57.6M | $51.4M | 3 | 3 |
| Jun 2019 | $109M | $57.6M | $51.4M | 3 | 3 |
| Jun 2019 | $109M | $57.6M | $51.4M | 3 | 3 |
| Apr 2019 | $109M | $57.6M | $51.4M | 3 | 3 |
| Mar 2019 | $109M | $57.6M | $51.4M | 3 | 3 |
| Sep 2018 | $101.6M | $56.2M | $45.4M | 3 | 0 |
| Mar 2018 | $101.6M | $56.2M | $45.4M | 3 | 0 |
| Mar 2017 | $93.1M | $57.8M | $35.3M | 3 | 200 |
| Mar 2016 | $90.5M | $55M | $35.5M | 3 | 200 |
| Nov 2015 | $90.1M | $53M | $37M | 3 | 200 |
| Mar 2015 | $90.1M | $53M | $37M | 2 | 200 |
| Jan 2015 | $91.8M | $49.8M | $42M | 2 | 200 |
| Aug 2014 | $91.8M | $49.8M | $42M | 2 | 200 |
| Mar 2014 | $91.8M | $49.8M | $42M | 2 | 200 |
| Feb 2013 | $92M | $34.7M | $57.3M | 1 | 200 |
| Apr 2012 | $90.8M | $27.5M | $63.3M | 1 | 200 |
| Mar 2012 | $81.3M | $42.6M | $38.7M | 1 | 200 |
| Mar 2012 | $81.3M | $42.6M | $38.7M | 1 | 200 |
| Nov 2011 | $78M | $20M | $58M | 1 | 251 |
| Feb 2011 | $78M | $20M | $58M | 5 | -- |
| Jul 2010 | $70.6M | $45.1M | $25.5M | 5 | -- |
| Apr 2010 | $0 | $0 | $0 | 5 | -- |
DateNov 2025
Total AUM$256.9M
Discretionary$138.8M
Non-Disc.$118M
Employees4
Clients23
DateMar 2025
Total AUM$256.9M
Discretionary$138.8M
Non-Disc.$118M
Employees4
Clients23
DateMar 2024
Total AUM$220.6M
Discretionary$117.9M
Non-Disc.$102.7M
Employees3
Clients22
DateJun 2023
Total AUM$171.7M
Discretionary$95.4M
Non-Disc.$76.4M
Employees3
Clients13
DateMar 2023
Total AUM$171.7M
Discretionary$95.4M
Non-Disc.$76.4M
Employees3
Clients13
DateMar 2022
Total AUM$181.4M
Discretionary$106.5M
Non-Disc.$74.9M
Employees3
Clients17
DateMar 2021
Total AUM$142.7M
Discretionary$90.3M
Non-Disc.$52.4M
Employees3
Clients21
DateApr 2020
Total AUM$125.5M
Discretionary$79.9M
Non-Disc.$45.6M
Employees3
Clients16
DateApr 2020
Total AUM$125.5M
Discretionary$79.9M
Non-Disc.$45.6M
Employees3
Clients16
DateMar 2020
Total AUM$125.5M
Discretionary$79.9M
Non-Disc.$45.6M
Employees3
Clients16
DateSep 2019
Total AUM$109M
Discretionary$57.6M
Non-Disc.$51.4M
Employees3
Clients3
DateJun 2019
Total AUM$109M
Discretionary$57.6M
Non-Disc.$51.4M
Employees3
Clients3
DateJun 2019
Total AUM$109M
Discretionary$57.6M
Non-Disc.$51.4M
Employees3
Clients3
DateApr 2019
Total AUM$109M
Discretionary$57.6M
Non-Disc.$51.4M
Employees3
Clients3
DateMar 2019
Total AUM$109M
Discretionary$57.6M
Non-Disc.$51.4M
Employees3
Clients3
DateSep 2018
Total AUM$101.6M
Discretionary$56.2M
Non-Disc.$45.4M
Employees3
Clients0
DateMar 2018
Total AUM$101.6M
Discretionary$56.2M
Non-Disc.$45.4M
Employees3
Clients0
DateMar 2017
Total AUM$93.1M
Discretionary$57.8M
Non-Disc.$35.3M
Employees3
Clients200
DateMar 2016
Total AUM$90.5M
Discretionary$55M
Non-Disc.$35.5M
Employees3
Clients200
DateNov 2015
Total AUM$90.1M
Discretionary$53M
Non-Disc.$37M
Employees3
Clients200
DateMar 2015
Total AUM$90.1M
Discretionary$53M
Non-Disc.$37M
Employees2
Clients200
DateJan 2015
Total AUM$91.8M
Discretionary$49.8M
Non-Disc.$42M
Employees2
Clients200
DateAug 2014
Total AUM$91.8M
Discretionary$49.8M
Non-Disc.$42M
Employees2
Clients200
DateMar 2014
Total AUM$91.8M
Discretionary$49.8M
Non-Disc.$42M
Employees2
Clients200
DateFeb 2013
Total AUM$92M
Discretionary$34.7M
Non-Disc.$57.3M
Employees1
Clients200
DateApr 2012
Total AUM$90.8M
Discretionary$27.5M
Non-Disc.$63.3M
Employees1
Clients200
DateMar 2012
Total AUM$81.3M
Discretionary$42.6M
Non-Disc.$38.7M
Employees1
Clients200
DateMar 2012
Total AUM$81.3M
Discretionary$42.6M
Non-Disc.$38.7M
Employees1
Clients200
DateNov 2011
Total AUM$78M
Discretionary$20M
Non-Disc.$58M
Employees1
Clients251
DateFeb 2011
Total AUM$78M
Discretionary$20M
Non-Disc.$58M
Employees5
Clients--
DateJul 2010
Total AUM$70.6M
Discretionary$45.1M
Non-Disc.$25.5M
Employees5
Clients--
DateApr 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--