Crane Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$33,983,984
Clients
21
Advisors
2
of 2 employees
About
Crane Capital Management provides bundled investment advisory, financial planning, and portfolio management services to individuals, corporations, and non-profit organizations, creating an Investment Policy Statement for each client and managing about $43.2 million on a discretionary basis. The firm tailors recommendations to clients’ financial situations and combines these services under a single fee arrangement.
The firm emphasizes long-term, balanced portfolios across multiple asset classes, using third-party fundamental and technical research and generally holding securities for extended horizons while permitting short-term trades when appropriate. It typically operates with discretionary authority, monitors accounts continuously, and conducts at least quarterly reviews tied to each client’s IPS.
Notably, the brochure states the firm could work with a broad set of institutional clientele uncommon for a small adviser — including sovereign wealth funds, banking or thrift institutions, state or municipal governments, insurance companies, and other investment adviser or foreign fund clients. The firm also discloses the potential use of derivatives (e.g., occasional covered option positions) in client accounts, does not accept soft dollars, and currently uses a single designated reviewer for account oversight.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Account minimum: $250,000
Main office
4154 Shoreline Drive, Suite 220
Spring Park MN 55384
Advisors at this office
2
Most active in
Minnesota
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Connor O
Verified by Warmer
Series 65
Spring Park, MN
Crane Capital Management LLC
Connor Oak is a financial advisor at Crane Capital Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Larson Financial and Intrua Financial. Crane Capital Management provides bundled investment advisory, financial planning, and portfolio management services to individuals, corporations, and non-profit organizations. The firm emphasizes long-term, balanced portfolios across multiple asset classes and typically operates with discretionary authority while tailoring recommendations to each client’s financial situation.
Taylor H
CFP®, Series 66
Spring Park, MN
Crane Capital Management LLC
Taylor Harwood is a CFP® with nine years of industry experience, currently serving as an advisor at Crane Capital Management LLC since 2020. Prior to this, he worked at Bank of America and Merrill Lynch from 2016 to 2020. Outside of his advisory role, he serves as a director on the boards of Pillsbury United Communities and the Montessori Center of Minnesota, both nonprofit organizations. Crane Capital Management provides bundled investment advisory, financial planning, and portfolio management services to individuals, corporations, and nonprofit organizations. The firm focuses on long-term, balanced portfolios across multiple asset classes, using fundamental and technical research, and manages approximately $43.2 million on a discretionary basis.
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