$295.0M Total AUM
$185.5M Disc. AUM
-- 3Y CAGR
4 Employees
203 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Alpha beaconNorth +more
- Established Date
- 04-15-2010
- Office Locations
- 1
Office Locations
24007 Ventura Blvd Suite 250 Calabasas CA
About Krane Financial Solutions
Krane Financial Solutions is a fee-only, CFP-led RIA providing financial life planning, custom investment management, and CFO-style guidance for business owners—linking business finances to personal goals and building portfolios from scratch to match objectives and risk tolerance. Custodied at Charles Schwab. The firm also produces a podcast with actionable money stories and tips.
Team overview
51 AVG AGE
$147.5M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
9.3 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Value Frontier ember Matrix Vector foundation Harbor Catalyst meridian
Client Personas
Pathway alpha
CRM
Zenith frontier
Custodian
Ridge North unison
Investment Themes
Focus north
Investment Vehicles
Radial frontier Optima
Services
Frontier meridian Foundation beacon Unison Alpha fusion Value vital Atlas capital
Technology
Alpha ridge Vertex pathway Foundation
Owner & Executives
JUSTIN DAVID KRANE
Certified Financial Planner, Chief Compliance Officer, Managing Member, President
- CRD
- #2517294
- Ownership
- 75% or more
(507) 293-6235
atlas.momentum@elementcapital.com
in linkedin.com/in/matrix-ridge
Showing 1 of 1 owners & executives
Unlock allContacts
Lauren Riley Trumbull
Associate Advisor
- CRD
- #7817249
(845) 942-4244
catalyst.pioneer@quantumcapital.com
in linkedin.com/in/frontier-optima
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,520,275 | $396,411 |
| Non-Discretionary | $109,450,974 | $912,091 |
| Total | $294,971,249 | $501,652 |
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Separately Managed Accounts
Total SMA Asset: $294,971,249
Public Funds:
16.5% U.S. Government/Agency:
12.9% Cash:
16.5% Equity - Exchange:
17.2% Municipal Bonds:
17.1% Corporate - Investment Grade:
7.5% Other:
12.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,109,779,306 | 16.5% |
| U.S. Government/Agency | $867,645,639 | 12.9% |
| Cash | $1,109,779,306 | 16.5% |
| Equity - Exchange | $1,156,860,852 | 17.2% |
| Municipal Bonds | $1,150,134,917 | 17.1% |
| Corporate - Investment Grade | $504,445,139 | 7.5% |
| Other | $827,290,027 | 12.3% |
| Total | $6,725,935,186 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL DELTA PATHWAY | UNISON CAPITAL | MV1RUD7WO | TTOQQ | 4.42% | $72,525,528 |
| VITAL EMBER | EAGLE MATRIX | Q946FQDO8 | QPQS | 7.54% | $26,554,183 |
| SUMMIT CAPITAL BEACON | ALPHA BRIDGE | VHFBBIAXE | USOR | 10.03% | $73,992,386 |
| ATLAS UNISON OPTIMA | MATRIX MATRIX | WFND55ZC1 | ZAA | 9.48% | $62,664,490 |
| PRIME CATALYST VECTOR | FOUNDATION HARBOR | T9XJNUYVP | RKA | 8.56% | $53,192,990 |
| CAPITAL TIMBER | INSIGHT PIONEER | APP3H0V6F | CHFX | 10.48% | $52,211,735 |
| MOMENTUM NORTH | MERIDIAN BEACON | 1L6ZIXRCJ | ORS | 1.76% | $35,027,119 |
| MOMENTUM VITAL UNISON | MOMENTUM SUMMIT | Y3UFUYJSC | XKOHH | 10.60% | $37,971,657 |