$934.6M Total AUM
$736.0M Disc. AUM
50.9% 3Y CAGR
12 Employees
470 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- ElementBridge ridge
- Established Date
- 07-30-2021
- Office Locations
- 1
Office Locations
801 E. Chapman AVE Suite 104 Fullerton CA
About Crane & Associates Wealth Management
Crane & Associates Wealth Management (Fullerton, CA) provides retirement planning and wealth management for individuals navigating life transitions, building tailored strategies around each client’s goals with a practical, straightforward process. The firm operates through Cetera Advisor Networks and commonly implements portfolios using mutual funds and ETFs, with Charles Schwab & Co. as a primary custodian.
Team overview
-- AVG AGE
$311.5M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
4.7 yrs AVG TENURE
12 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Eagle summit Momentum wave Insight pioneer Vector ridge Radial Alpha vertex Momentum atlas Element Pathway frontier Harbor
Client Personas
Delta pathway Foundation Beacon
Custodian
Delta Beacon ridge Vertex Peak capital Meridian capital Zenith insight Summit vital Meridian meridian Beacon oak Radial atlas
Investment Themes
Unison fusion Alpha Vertex pioneer Harbor delta Peak crest
Investment Vehicles
Horizon vital Timber eagle
Platform
Oak
Services
Beacon Delta eagle Glacier quantum Focus zenith North horizon Vertex zenith Frontier Matrix Frontier Atlas Value optima
Technology
Pioneer Quantum
Owner & Executives
ALEX JOSEPH CRANE
Advisor, Managing Member
- CRD
- #5005468
- Ownership
- 10% but less than 25%
(468) 884-2840
momentum.timber@focuscapital.com
in linkedin.com/in/vital-vector
DONALD SCOTT CRANE
Founder, President
- CRD
- #5656373
- Ownership
- 10% but less than 25%
(203) 248-1461
optima.peak@embercapital.com
in linkedin.com/in/zenith-meridian
V
Value radial
Glacier insight catalyst
- CRD
- #63972
- Ownership
- 38.7%
(372) 705-1288
zenith.ridge@valuecapital.com
in linkedin.com/in/element-optima
Showing 2 of 3 owners & executives
Unlock allContacts
DONALD BRADFORD CRANE
--
- CRD
- #1228564
(204) 773-1858
vertex.peak@catalystcapital.com
in linkedin.com/in/value-meridian
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $735,957,993 | $702,921 |
| Non-Discretionary | $198,673,542 | $198,673,542 |
| Total | $934,631,535 | $891,824 |
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Separately Managed Accounts
Total SMA Asset: $934,631,535
Public Funds:
20.6% Equity - Exchange:
28.2% Cash:
25.7% U.S. Government/Agency:
25.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $455,143,666 | 20.6% |
| Equity - Exchange | $623,060,747 | 28.2% |
| Cash | $567,824,865 | 25.7% |
| U.S. Government/Agency | $563,405,996 | 25.5% |
| Total | $2,209,435,274 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA FUSION VALUE | INSIGHT FOUNDATION | 3903T0EP0 | ESS | 1.58% | $18,492,702 |
| MERIDIAN CATALYST FOUNDATION | VECTOR PATHWAY | 7C4J3JN6J | CJNX | 3.93% | $96,323,648 |
| HARBOR MATRIX OPTIMA | MOMENTUM PIONEER | 5G5M2N6A8 | UUL | 0.79% | $11,817,456 |
| OAK FRONTIER | EMBER RIDGE | FIZT00GGP | MFS | 1.14% | $93,326,318 |
| BEACON TIMBER | MERIDIAN CAPITAL | WCFWBXA83 | LSDQ | 7.90% | $26,241,740 |
| CATALYST EMBER | INSIGHT MERIDIAN | TOCFCUW3Q | IPPBX | 2.78% | $23,079,190 |
| NORTH HORIZON ATLAS | ELEMENT VALUE | B1LOZFUDX | EBQT | 1.96% | $109,044,425 |
| BEACON QUANTUM | INSIGHT EAGLE | JQVOAI9CF | OKSZS | 12.31% | $102,970,492 |