Barbara Crane
Crane Investments · Laguna Beach, California
Barbara Crane is a fee-only financial advisor at Crane Investments in Laguna Beach, California. Crane Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Crane Investments |
|---|---|
| Based in | Laguna Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $9.2M across 67 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2718752 |
| Exams passed | Series 63 (1996) · Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.craneinvestment.com |
| Profile |
How Barbara's firm compares
- Crane Investments's average account is about $138,000, from its Form ADV (assets managed divided by 67 accounts).
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Questions about Barbara
Is Barbara Crane a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Barbara holds no broker registration, and Crane Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Barbara charge for financial advice?
Barbara's firm, Crane Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Barbara Crane based?
Barbara Crane is based in Laguna Beach, California.
Is Barbara Crane registered with the SEC?
Yes. Barbara Crane is registered as an investment adviser representative in CA and TX (CRD 2718752), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Crane Investments manage?
Crane Investments reports $9.2M across 67 accounts in assets under management.
How do I contact Barbara Crane?
Through Barbara's website, www.craneinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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