Fee-only adviser · Laguna Beach, CA
Crane Investments Inc
Crane Investments Inc is a fee-only investment adviser registered with the securities regulator of California, with its main office in Laguna Beach, California. On its latest Form ADV, filed March 26, 2026, it reports $9.2M in regulatory assets under management, 34 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 172755 · SEC file 801-80507 |
| Office | 301 Forest Avenue Laguna Beach, CA 92651 |
| Phone | (949) 499-2020 |
| Website | www.craneinvestment.com |
| Regulatory assets under management | $9.2M ($5.5M discretionary) |
| Individual clients | 34 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Laguna Beach
- WCM Investment Management $96.8B
- Mem Investments $95M
- Thomas Seaman Company $67M
- Peacher, Inc. $15M
- Xinde Asset Management Limited Not reported
See all 6 fee-only advisers in Laguna Beach →
Nearby
- Aliso Viejo 6 firms
- Laguna Hills 7 firms
- Laguna Niguel 2 firms
- Corona Del Mar 2 firms
- Irvine 52 firms
- Mission Viejo 9 firms
- Lake Forest 4 firms
- Newport 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Crane Investments Inc? Update this listing.