A complete list of active advisors currently associated with Cranston Capital Management, LLC

Warmer can help you find a great advisor at Cranston Capital Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Cranston Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.