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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- RidgePeak alpha
- Established Date
- 04-17-2012
- Office Locations
- 1
Office Locations
About Cranston Capital Management, LLC
Cranston Capital Management is a Boston-based, fee-only RIA providing customized investment strategy and planning for individuals and families with complex financial needs. The firm emphasizes diversified portfolio construction using low-fee index funds and ETFs with ongoing rebalancing, delivered under a fiduciary standard with transparent, commission-free pricing. Client assets are custodied at Charles Schwab.
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Owner & Executives
JOHN R CRANSTON
Chief Compliance Officer, Managing Member
- CRD
- #5391827
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,747,010 | -- |
| Non-Discretionary | $2,772,525 | -- |
| Total | $27,519,535 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,519,535
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,681,416,114 | 20.6% |
| Cash | $1,991,580,252 | 24.4% |
| Corporate - Non-Investment Grade | $563,192,776 | 6.9% |
| Municipal Bonds | $734,599,273 | 9.0% |
| Corporate - Investment Grade | $2,464,988,672 | 30.2% |
| U.S. Government/Agency | $726,437,060 | 8.9% |
| Total | $8,162,214,147 | 100.0% |