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E. Deane Kanaly created Kanaly Trust in 1975 with the hope of changing the way people take care of their financial affairs. Deane saw many successful people make a very good living. He also saw these friends, clients and business associates miss opportunities to make the most of their wealth due to lack of time, interest or knowledge. He wanted to develop a vehicle to provide comprehensive, objective financial guidance to these successful colleagues early in their lives. He hoped to help them capitalize on their wealth and therefore truly enjoy it. The purpose of Kanaly Trust is to provide you personal assistance in the planning and management of your financial affairs. This enables you to achieve a new dimension of freedom – financial freedom. Deane also dedicated his company to remaining free from any conflict of interest and meeting your needs solely in your best interest. Today, Deane's original vision still endures at Kanaly Trust. The company now employs over 50 associates in Houston and manages approximately $2 billion in assets. In addition to asset management, Kanaly Trust provides complete financial planning and trust/estate services to families, individuals and estates. The company serves as trustee or executor for estates totaling more than $2.5 billion and works closely with clients worldwide. The firm is independent of any banking or corporate relationships and does not promote specific financial products or services. Investment Disclaimer The information provided on this website represents Kanaly’s broad investment-related views on the date articles are published. Investment return information represents past performance and is not necessarily indicative of future results. Please contact your Kanaly professional to discuss any specific details of your account. The opinions expressed on this site by others are their own and do not necessarily represent the views of Kanaly Trust, LTA.

View Top Employees from Kanaly Trust
Website https://www.kanaly.com
Revenue $21.4 million
Employees 20 (12 on RocketReach)
Founded 1975
Address 5555 San Felipe St Ste 200, Houston, Texas 77056, US
Phone (713) 561-9300
Industry Financial Services, Investment Management, Finance General, Advice, Asset Management, Wealth Management, Real Estate, Finance, Media and Entertainment, Trust and Estates, Business Development, Financial Planning
Competitors Aspiriant, CI RegentAtlantic Private Wealth, Coldstream Wealth Management, Lido Advisors, LLC, Sequoia Financial Group
SIC SIC Code 673 Companies, SIC Code 62 Companies, SIC Code 67 Companies, SIC Code 621 Companies
NAICS NAICS Code 523 Companies, NAICS Code 52 Companies

Kanaly Trust Questions

The Kanaly Trust annual revenue was $21.4 million in 2024.

12 people are employed at Kanaly Trust.

Kanaly Trust is based in Houston, Texas.

The NAICS codes for Kanaly Trust are [523, 52].

The SIC codes for Kanaly Trust are [673, 62, 67, 621].

Top Kanaly Trust Employees

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