Cranston Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cranston Capital Management is an independent registered investment adviser that provides ongoing portfolio management and financial planning to individuals and high‑net‑worth clients; its Form ADV also discloses relationships with banks and thrift institutions, investment companies, pension and profit‑sharing plans, and trusts, estates or charitable organizations. The firm offers investment supervisory services and prepares a written Investment Policy Statement for each client, and may be granted discretionary authority to implement those plans.
The firm tailors portfolios to clients’ goals, time horizons, and documented risk tolerances, and offers financial planning on either an hourly or fixed‑fee basis. Its stated methods of analysis include charting, fundamental, technical and cyclical analysis, and its strategies range from long‑term investing to short‑term trading, including short sales, margin transactions and options writing, using a broad set of instruments (mutual funds, equities, bonds, ETFs, hedge funds, REITs and insurance products) where appropriate.
What is distinctive for a firm of this size is its mix of client types and in‑house management: it reports managing roughly $27.5 million across its client base while serving several institutional and retirement‑related client categories that are less common among peers. The brochure also notes practices such as handling all asset management internally rather than selecting sub‑advisers, the use of block trading, custody through Schwab Institutional, and a written Code of Ethics with procedures to document and address potential personal‑trading conflicts.
Client services
Expertise
Fee options
Flat fees for financial planning services, negotiable and based on client needs
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.80% Above $5,000,000+: 0.70%
$300 per hour for financial planning services
Fee-only: $300 per hour for financial planning services; flat fees negotiable based on client needs
Main office
Boston MA
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Cranston Asset Management · Cranston Capital Management, LLC
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
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