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Kanani Advisory Group Inc.

Kanani Advisory Group Inc.. CRD 288314

Kanani Advisory Group Inc. logo

CRD: 288314

Kanani Advisory Group Inc.

Irvine, CA, 92618
9495027001
$288.2M Total AUM
$261.8M Disc. AUM
24.1% 3Y CAGR
8 Employees
598 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
MomentumElement
Established Date
10-05-2017
Office Locations
1

Office Locations

16440 Bake Parkway Suite 150 Irvine CA

About Kanani Advisory Group Inc.

Kanani Advisory Group is a holistic financial advisory firm focused on retirement years, serving individuals and families with wealth management, lifetime income and retirement planning, tax planning (including Roth conversions), risk management (life insurance and long-term care alternatives), and legacy planning with attorneys. They use active managers and portfolio stress testing for risk, fees, and performance, and host educational retirement-income seminars. Custody supported via Schwab and Fidelity/NFS.

Team overview

33 AVG AGE
$72.0M AVG AUM / ADVISOR
$481.9K AVG AUM / CLIENT
4.1 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Zenith unison Focus catalyst

Client Personas

Matrix

Custodian

Vertex Fusion Foundation ember Pathway peak

Investment Themes

Summit alpha Alpha Ember Frontier

Investment Vehicles

Pathway ember Alpha

Platform

Atlas delta

Services

Oak Ridge Capital wave Focus Pioneer focus Summit summit Oak Meridian optima Legacy element

Technology

Legacy timber Bridge vector

Owner & Executives

ALI ARASH HASHEMIAN

ALI ARASH HASHEMIAN

Chief Executive Officer, President

CRD
#5800048
Ownership
50% but less than 75%
(390) 859-3808
delta.alpha@unisoncapital.com
in linkedin.com/in/eagle-quantum
David Kanani

David Kanani

Chief Compliance Officer, Investment Advisor, President

CRD
#1421227
Ownership
25% but less than 50%
(241) 797-1337
element.legacy@atlascapital.com
in linkedin.com/in/pathway-value

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Contacts

N

Neda Kanani

Investment Advisor

CRD
#6923837
(716) 475-1091
optima.element@vertexcapital.com
in linkedin.com/in/wave-quantum
M

Max Alan Lepley

Financial Advisor, General Partner

CRD
#6956791
(946) 509-5461
pioneer.foundation@ridgecapital.com
in linkedin.com/in/momentum-focus
O

Oak ridge

Alpha ridge

CRD
#47444
(684) 907-6239
foundation.unison@embercapital.com
in linkedin.com/in/ridge-vital

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-21-2022
11-08-2023
12-19-2024
12-09-2025
04-14-2026
Category Assets AVG. Account size
Discretionary $261,761,064 $249,772
Non-Discretionary $26,396,461 $173,661
Total $288,157,525 $240,131

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Separately Managed Accounts

Total SMA Asset: $288,157,525

$288.2M Total SMA
Equity - Exchange:
34.2%
Public Funds:
39.1%
Cash:
26.7%
Asset class Assets Assets %
Equity - Exchange $377,418,499 34.2%
Public Funds $431,493,079 39.1%
Cash $294,651,285 26.7%
Total $1,103,562,863 100.0%

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