Kanani Advisory Group Inc.
- Regulatory AUM
- $288M
- Discretionary
- $262M
- Clients
- 598
- Avg AUM / client
- $482K
- Accounts
- 1,200
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 533 | $178M | 61.8% |
| High net worth individuals | 56 | $103M | 35.8% |
| Pension and profit sharing plans | 8 | $6.5M | 2.26% |
| Corporations and other businesses | 1 | $238K | 0.08% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Kanani | President & Chief Compliance Officer | May 2017 (9y) | 75% or more | |
| Neda Kanani | Registered representative | Oct 2018 (8y) | ||
| Leila Parvaneh | Registered representative | Jan 2024 (3y) | ||
| Max Alan Lepley | Registered representative | CFP | Oct 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/14/2026 | 986 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $217M (75% of AUM) Apr 2026
- Charles Schwab & Co. $71.3M (25% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 14, 2026.
View current Form ADV (SEC/IAPD) ↗