KANANI ADVISORY GROUP INC.

RIASEC RegisteredEst. 2022

Total AUM

$288M

Discretionary

$262M

91% of AUM

Avg account

$240K

Accounts

1,200

Employees

Advisory reps

Firm details

Headquarters: IRVINE, California
CRD number: 288314
Registered since: June 27, 2022
Website: kananiadvisorygroup.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals61.84%
HNWI35.81%
Pension & Profit Sharing Plans2.26%
Corporations / Businesses0.08%
Services: Financial PlanningSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Kanani Advisory Group Inc. is an independent, individually owned registered investment adviser that began SEC registration in 2022. The firm positions itself as a capital allocator for both individual/family and institutional clients, charging fees on a percentage-of-AUM basis as well as fixed fees. Its business activities extend into insurance brokerage and other financial product sales, and its advisory services include financial planning, selection of other advisers, and running educational seminars or workshops. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.