Connor Oak
Crane Capital Management · Spring Park, Minnesota
Connor Oak is a fee-only financial advisor at Crane Capital Management in Spring Park, Minnesota. Connor focuses on retirement planning, founders (pre-exit) and estate & legacy planning. Crane Capital Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Founders
- Retirees
- Pre-retirees
- Early-career professionals
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Crane Capital Management |
|---|---|
| Based in | Spring Park, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $43.2M across 67 accounts |
| SEC registration | Investment adviser representative in MN · CRD 6770897 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.cranecm.com |
| Profile |
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Questions about Connor
Is Connor Oak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Connor holds no broker registration, and Crane Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Connor charge for financial advice?
Connor's firm, Crane Capital Management, reports charging a percentage of assets on its SEC Form ADV.
How much does Connor charge?
According to Crane Capital Management's website, checked October 30, 2026: no asset minimum.
Where is Connor Oak based?
Connor Oak is based in Spring Park, Minnesota.
What does Connor specialize in?
Connor's specialties include retirement planning, founders (pre-exit), estate & legacy planning and small business owners. Connor works with founders, retirees, pre-retirees, early-career professionals and ultra high net worth.
Is Connor Oak registered with the SEC?
Yes. Connor Oak is registered as an investment adviser representative in MN (CRD 6770897), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Crane Capital Management manage?
Crane Capital Management reports $43.2M across 67 accounts in assets under management.
How do I contact Connor Oak?
Through Connor's website, www.cranecm.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
- Crane Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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