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Crane, Kelly Farwell (St. Helena)


Crane, Kelly Farwell is a large advisory firm based in St. Helena. It manages $65 million of regulatory assets for 200 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of California.




Crane, Kelly Farwell provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Crane, Kelly Farwell: assets under management

The assets under management (AUM) of Crane, Kelly Farwell is $65 million. The firm's AUM has grown by 86% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $45 million in discretionary accounts and $20 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $300 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $400 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Crane, Kelly Farwell for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in St. Helena

The principal office where Crane, Kelly Farwell performs its advisory services is located at 1127 Pope Street, St. Helena, CA 94574, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 707-963-5096 or by fax 707-967-3085. The normal business hours are 9am-5pm on Monday - Friday.


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