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KANANI ADVISORY GROUP INC.

IRVINE, CA · CRD 288314 · IAPD ↗ · (949) 502-7001

$288.2MRegulatory AUM
4Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — KANANI ADVISORY GROUP INC. reported RAUM up 43% ($201.5M -> $288.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
January 2026 — KANANI ADVISORY GROUP INC. notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
August 2025 — KANANI ADVISORY GROUP INC. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2025 — KANANI ADVISORY GROUP INC. notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — KANANI ADVISORY GROUP INC. reported RAUM up 26% ($160.2M -> $201.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2024 — KANANI ADVISORY GROUP INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.