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- Custodian
- Bank OF America · Charles Schwab & Company · US Bank
- Clients
- Retail and Institutional
- Platforms
- InsightHarbor
- Established Date
- 01-21-2021
- Office Locations
- 1
Office Locations
About Crane Capital Management LLC
Crane Capital Management is an independent Minnesota-based wealth manager serving clients nationwide with a “Family CFO” approach. The team delivers fiduciary, holistic planning for families, high-net-worth households, young professionals, and business owners—integrating retirement and investment management with education funding, tax coordination, estate and legacy planning, insurance reviews, and business transition planning. Investment management is largely ETF-based, and there are no rigid asset minimums.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Taylor Graham Harwood
Founder, Manager
- CRD
- #6723263
- Ownership
- 50% but less than 75%
Connor Jeffrey Oak
PARTNER
- CRD
- #6770897
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,228,786 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,228,786 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,228,786
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $510,766,774 | 20.3% |
| Equity - Exchange | $387,478,243 | 15.4% |
| Equity - OTC | $304,447,191 | 12.1% |
| U.S. Government/Agency | $430,251,815 | 17.1% |
| Cash | $369,865,595 | 14.7% |
| Private Funds | $513,282,867 | 20.4% |
| Total | $2,516,092,485 | 100.0% |