$44.2M Total AUM
$40.6M Disc. AUM
-- 3Y CAGR
3 Employees
177 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Security Benefit
- Clients
- Retail and Institutional
- Platforms
- Focus ember
- Established Date
- 08-20-2020
- Office Locations
- 1
Office Locations
14205 SE 36th Street, Suite 100 Bellevue WA
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.
Team overview
44 AVG AGE
$44.2M AVG AUM / ADVISOR
$249.6K AVG AUM / CLIENT
5.5 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
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Asset Classes
Catalyst Insight bridge Focus Glacier
Client Personas
Prime
Custodian
Unison Prime Momentum vertex Wave glacier Crest
Investment Themes
Radial north Zenith Foundation optima
Investment Vehicles
Pathway frontier
Platform
Momentum frontier
Services
Ridge value Alpha element Alpha vertex Beacon Bridge zenith Eagle north Matrix Catalyst focus
Technology
Vertex horizon
Owner & Executives
KRISTINE K KANNO
Founder, Wealth Advisor
- CRD
- #5405055
- Ownership
- 75% or more
(907) 863-3348
harbor.focus@eaglecapital.com
in linkedin.com/in/ember-vertex
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $44,174,378
Equity - Exchange:
11.6% Cash:
25.0% Equity - OTC:
32.2% Municipal Bonds:
31.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $273,924,796 | 11.6% |
| Cash | $590,355,164 | 25.0% |
| Equity - OTC | $760,377,451 | 32.2% |
| Municipal Bonds | $736,763,244 | 31.2% |
| Total | $2,361,420,655 | 100.0% |