CRANE ADVISORY LLC
Legal name: CRANE & ASSOCIATES WEALTH MANAGEMENT
CRD #314432 SEC #801-121979 FULLERTON, CA 714-525-4445
SEC Registered Broker-Dealer
Total AUM
$809.4M
Discretionary
$646.4M
Employees
12
Clients
10
Accounts
984
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CRANE FAMILY TRUST DTD 11/25/1988 | DE | MEMBER | C | Control |
| CRANE FAMILY TRUST DTD 11/25/1988 | DE | MEMBER | C | Control |
| CRANE FAMILY TRUST DTD 11/25/1988 | DE | MEMBER | C | Control |
| CRANE FAMILY TRUST DTD 11/25/1988 | DE | MEMBER | C | Control |
| CRANE FAMILY TRUST DTD 11/25/1988 | DE | MEMBER | C | Control |
| CRANE FAMILY TRUST DTD 11/25/1988 | DE | MEMBER | C | Control |
| CRANE FAMILY TRUST DTD 11/25/1988 | DE | MEMBER | C | Control |
| CRANE FAMILY TRUST DTD 11/25/1988 | DE | MEMBER | C | Control |
| CRANE FAMILY TRUST DTD 11/25/1988 | DE | MEMBER | C | Control |
| CRANE FAMILY TRUST DTD 11/25/1988 | DE | MEMBER | C | Control |
| CRANE FAMILY TRUST DTD 11/25/1988 | DE | MEMBER | C | Control |
| CRANE FAMILY TRUST DTD 11/25/1988 | DE | MEMBER | C | Control |
| CRANE FAMILY TRUST DTD 11/25/1988 | DE | MEMBER | C | Control |
| CRANE FAMILY TRUST DTD 11/25/1988 | DE | MEMBER | C | Control |
| CRANE FAMILY TRUST DTD 11/25/1988 | DE | MEMBER | C | Control |
| CRANE, DONALD, BRADFORD | I | MANAGING MEMBER | C | Control |
| CRANE, DONALD, BRADFORD | I | MANAGING MEMBER | C | Control |
| CRANE, DONALD, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF OPERATING OFFICER | C | Control |
| CRANE, DONALD, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF OPERATING OFFICER | C | Control |
| CRANE, DONALD, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF OPERATING OFFICER | C | Control |
| CRANE, DONALD, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF OPERATING OFFICER | C | Control |
| CRANE, DONALD, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF OPERATING OFFICER | C | Control |
| CRANE, DONALD, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF OPERATING OFFICER | C | Control |
| CRANE, DONALD, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF OPERATING OFFICER | C | Control |
| CRANE, TODD, MICHAEL | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER | C | Control |
| CRANE, TODD, MICHAEL | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER | C | Control |
| CRANE, TODD, MICHAEL | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER | C | Control |
| CRANE, TODD, MICHAEL | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER | C | Control |
| CRANE, TODD, MICHAEL | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER | C | Control |
| CRANE, TODD, MICHAEL | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER | C | Control |
| CRANE, TODD, MICHAEL | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER | C | Control |
| CRANE, ALEX, JOSEPH | I | MANAGING MEMBER | B | |
| CRANE, ALEX, JOSEPH | I | MANAGING MEMBER | B | |
| CRANE, ALEX, JOSEPH | I | MANAGING MEMBER | B | |
| CRANE, ALEX, JOSEPH | I | MANAGING MEMBER | B | |
| CRANE, ALEX, JOSEPH | I | MANAGING MEMBER | B | |
| CRANE, ALEX, JOSEPH | I | MANAGING MEMBER | B | |
| CRANE, ALEX, JOSEPH | I | MANAGING MEMBER | B | |
| CRANE, ALEX, JOSEPH | I | MANAGING MEMBER | B | |
| CRANE, ALEX, JOSEPH | I | MANAGING MEMBER | B | |
| CRANE, ALEX, JOSEPH | I | MANAGING MEMBER | B | |
| CRANE, ALEX, JOSEPH | I | MANAGING MEMBER | B | |
| CRANE, DONALD, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF OPERATING OFFICER | B | Control |
| CRANE, DONALD, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF OPERATING OFFICER | B | Control |
| CRANE, DONALD, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF OPERATING OFFICER | B | Control |
| CRANE, DONALD, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF OPERATING OFFICER | B | Control |
| CRANE, DONALD, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF OPERATING OFFICER | B | Control |
| CRANE, DONALD, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF OPERATING OFFICER | B | Control |
| CRANE, DONALD, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF OPERATING OFFICER | B | Control |
| CRANE, DONALD, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF OPERATING OFFICER | B | Control |
| CRANE, DONALD, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF OPERATING OFFICER | B | Control |
| CRANE, DONALD, SCOTT | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, AND CHIEF OPERATING OFFICER | B | Control |
| CRANE, TODD, MICHAEL | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER | B | Control |
| CRANE, TODD, MICHAEL | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER | B | Control |
| CRANE, TODD, MICHAEL | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER | B | Control |
| CRANE, TODD, MICHAEL | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER | B | Control |
| CRANE, TODD, MICHAEL | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER | B | Control |
| CRANE, TODD, MICHAEL | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER | B | Control |
| CRANE, TODD, MICHAEL | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER | B | Control |
| CRANE, TODD, MICHAEL | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER | B | Control |
| CRANE, TODD, MICHAEL | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER | B | Control |
| CRANE, TODD, MICHAEL | I | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER | B | Control |
| Crane, Jeff, Allen | I | MANAGING MEMBER | B | |
| Crane, Jeff, Allen | I | MANAGING MEMBER | B | |
| Crane, Jeff, Allen | I | MANAGING MEMBER | B | |
| Crane, Jeff, Allen | I | MANAGING MEMBER | B | |
| Crane, Jeff, Allen | I | MANAGING MEMBER | B | |
| Crane, Jeff, Allen | I | MANAGING MEMBER | B | |
| Crane, Jeff, Allen | I | MANAGING MEMBER | B | |
| Crane, Jeff, Allen | I | MANAGING MEMBER | B | |
| Crane, Jeff, Allen | I | MANAGING MEMBER | B | |
| Crane, Jeff, Allen | I | MANAGING MEMBER | B | |
| Crane, Jeff, Allen | I | MANAGING MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CRANE, DONALD, BRADFORD | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
| CRANE, DONALD, BRADFORD | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
| CRANE, DONALD, BRADFORD | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
| CRANE, DONALD, BRADFORD | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
| CRANE, DONALD, BRADFORD | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
| CRANE, DONALD, BRADFORD | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
| CRANE, DONALD, BRADFORD | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
| CRANE, DONALD, BRADFORD | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
| CRANE, DONALD, BRADFORD | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
| CRANE, DONALD, BRADFORD | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
| CRANE, DONALD, BRADFORD | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
| CRANE, DONALD, BRADFORD | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
| CRANE, DONALD, BRADFORD | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
| CRANE, MONSIE, C. | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
| CRANE, MONSIE, C. | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
| CRANE, MONSIE, C. | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
| CRANE, MONSIE, C. | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
| CRANE, MONSIE, C. | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
| CRANE, MONSIE, C. | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
| CRANE, MONSIE, C. | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
| CRANE, MONSIE, C. | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
| CRANE, MONSIE, C. | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
| CRANE, MONSIE, C. | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
| CRANE, MONSIE, C. | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
| CRANE, MONSIE, C. | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
| CRANE, MONSIE, C. | I | CRANE FAMILY TRUST DTD 11/25/1988 | D | Control |
Registrations
Federal
IA
Aug 11, 2025 REGISTERED
Notice Filings (8)
AZ CA CO ID LA NV TX WA
Address
801 E. CHAPMAN AVESUITE 104
FULLERTON, CA 92831
United States
Phone: 714-525-4445