CRANE INVESTMENTS INC

Overview

Crane Investments Inc is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm is owner-operated and charges a mix of percentage-of-AUM, hourly and fixed fees, which indicates it combines ongoing portfolio management with project-based planning work. Investment activity centers on liquid equity exposure—both individual exchange-traded equities and exchange-traded funds—supported by mutual funds where appropriate. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser. Discretionary and non-discretionary relationships coexist within the client base, suggesting Crane Investments balances delegated portfolio authority with consultative engagements for clients who prefer to retain trading control. Custody and trading are concentrated at Charles Schwab & Co., Inc., which supports the firm’s emphasis on exchange-listed instruments and streamlined operations.

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