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- Custodian
- Charles Schwab & Company ยท Security Benefit
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-20-2020
- Office Locations
- 1
Office Locations
About Kanno Capital
Kanno Capital is a Bellevue, WA registered investment adviser led by founder and wealth advisor Kristine K. Kanno. The firm delivers financial planning and investment management, including tax, estate, insurance, and business-succession planning, with a focus on serving business owners. Portfolios are implemented primarily with ETFs alongside cash allocations, with additional use of mutual funds and annuities. Custody includes Charles Schwab & Co.
Reported data analysis
What the numbers show
Of the latest reported AUM, 92.0% is discretionary and 8.0% is non-discretionary.
The firm reports 1 advisory representatives and 177 clients, or 177 clients per representative. That equates to $249.6K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on March 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
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- Services
- Technology
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Owner & Executives
KRISTINE K KANNO
Founder, Wealth Advisor
- CRD
- #5405055
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,642,091 | -- |
| Non-Discretionary | $3,532,287 | -- |
| Total | $44,174,378 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Kanno Capital has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.