KANNO CAPITAL

Overview

Kanno Capital is a small, fee-based advisory practice that centers its portfolio work on public equities delivered primarily through separately managed accounts. The firm offers financial planning and portfolio management for individuals, small businesses and pooled investment vehicles, and it also provides pension consulting services. Alongside investment advice, Kanno Capital operates as an insurance broker and charges clients through a mix of percentage-of-AUM, hourly and fixed fees. Investment activity shows a clear tilt toward equity exposure: the firm’s stated preference is exchange-traded equities and it runs discretionary mandates that favor liquid, tradable instruments. That equity-first posture is complemented by allocations to private market strategies and real assets, and the firm uses annuity products as part of its broader solutions set where appropriate. Kanno Capital does not identify as an active ESG investor and does not present itself as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices