KANANI ADVISORY GROUP INC.

KANANI ADVISORY GROUP INC. of IRVINE, CA is an SEC-registered investment adviser (CRD 288314). Regulatory assets under management: $288.2M.

Registration

• CRD: 288314
• SEC file number: 801-125845
• Type: Registered investment adviser
• Location: 16440 BAKE PARKWAY, SUITE 150, IRVINE, CA, 92618
• Phone: (949) 502-7001
• Latest filing: 2026-04-14
• Regulatory AUM: $288.2M
• Discretionary AUM: $261.8M
• Non-discretionary AUM: $26.4M
• Clients: 8
• Accounts: 1,200

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, Charities.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288314 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search