Kanani Advisory Group Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$281,392,656
This total excludes 9 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
589
10% high-net-worth
Advisors
1
of 8 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
589
Very HighAverage account size
$477,746
About
Kanani Advisory Group Inc. provides portfolio management and related advisory services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and corporate clients. In addition to ongoing investment management, the firm offers periodic educational seminars and workshops for clients and the general public.
The firm’s investment process emphasizes fundamental analysis and a long‑term trading orientation, producing a customized Investment Policy Statement for each client that documents objectives, time horizon, and risk tolerance. KAG commonly shares or delegates portfolio management to co‑advisors or third‑party managers and implements client plans through designated custodians and model allocations.
What is distinctive about the firm is its integration of insurance‑related activities and other financial product sales: multiple supervised persons are licensed insurance agents and the firm maintains an affiliation with an insurance entity, with such sales and resulting conflicts disclosed to clients. The firm also provides access to a third‑party online estate‑planning platform, participates in fee‑share arrangements with outside managers, and maintains dual registration/affiliation with another registered adviser, all of which are disclosed in its Form ADV.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Expertise
Annuities
Fee options
0.8% to 2.0% annually (negotiable, varies by client and third-party advisor arrangements)
Sales commissions or other compensation for insurance product sales by certain representatives, not primary source of compensation for advisory services.
Main office location
Kanani Advisory Group Inc.
16440 Bake Parkway, Suite 150
Irvine CA 92618, United States
Number of offices
1
Most active in
Kanani Advisory Group Inc. has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Colorado · Georgia · Indiana · Kentucky · New Hampshire · New York · Texas · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")