Cranston Capital Management, LLC

RIASEC Registered
Total AUM
$27.5M
Discretionary
$24.7M
90% of AUM
Avg account
$357K
Accounts
77
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
162190
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI70%
  • Individuals30%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Cranston Capital Management, LLC is an independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, delivering both discretionary and non‑discretionary investment services. Its stated fee models include a percentage of assets under management, hourly charges and fixed fees, which supports both ongoing portfolio oversight and project-based planning work. Cranston shows a clear preference for equity exposure and uses exchange‑traded securities as the primary vehicle for implementing client strategies. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 74%, Cash & Cash Equivalents 9%, Non-Investment Grade Corp Bonds 8%, State & Local Bonds 6%, Investment Grade Corp Bonds 2%, US Government Bonds 1%74%
  • Exchange Traded Equities74%
  • Cash & Cash Equivalents9%
  • Non-Investment Grade Corp Bonds8%
  • State & Local Bonds6%
  • Investment Grade Corp Bonds2%

Contacts

1 of 1
  • John Cranston

    John Cranston

    Managing MemberCRD 5391827

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth