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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-05-2017
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between December 9, 2025 and April 14, 2026, reported AUM increased 43.0%, from $201.5M to $288.2M.
Across 5 reported observations, AUM increased 109.3% between October 21, 2022 and April 14, 2026, from $137.7M to $288.2M.
Of the latest reported AUM, 90.8% is discretionary and 9.2% is non-discretionary.
The firm reports 4 advisory representatives and 598 clients, or 149.5 clients per representative. That equates to $481.9K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on April 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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Owner & Executives
ALI ARASH HASHEMIAN
Chief Executive Officer, President
- CRD
- #5800048
- Ownership
- 50% but less than 75%
David Kanani
President
- CRD
- #1421227
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
Neda Kanani
Investment Advisor
- CRD
- #6923837
Max Alan Lepley
Financial Advisor, General Partner
- CRD
- #6956791
Showing 2 of 5 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Kanani Advisory Group Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.