Kanno Capital

Kanno Capital is a fee‑based financial planning, consulting, and investment advisory firm that provides personalized planning and separate account management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. The firm also provides pension and profit‑sharing consulting to qualified and non‑qualified retirement plans and can serve as an ERISA fiduciary on either a 3(21) or 3(38) basis.

The firm combines comprehensive financial planning — covering retirement accumulation and income, tax, estate, education, risk management and specialty areas such as executive deferred compensation, special needs, and divorce planning — with discretionary portfolio management and the option to engage third‑party managers or sub‑advisors. Investment advice covers equities, fixed income, mutual funds and ETFs and may include certain non‑traditional vehicles (for example, public non‑traded REITs and BDCs and investments in private funds), with the brochure noting limitations on exercising discretionary authority over private pooled funds.

Compared with many solo independent advisers, Kanno Capital works with a broader mix of institutional and non‑profit clients (including pension plans and charitable organizations), offers pension consulting and sub‑advisory services, and documents involvement with pooled investment vehicles. The firm’s principal also serves as an appointed insurance agent and spends roughly 30% of her time on insurance activities, a relationship the brochure discloses can generate commission compensation that the firm identifies as a potential conflict of interest to be managed.