CRENSHAW CAPITAL MANAGEMENT

RIASEC Registered
Total AUM
$3.1K
Discretionary
$3.1K
100% of AUM
Avg account
$3.1K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
Los Angeles, California
CRD number
153427
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Crenshaw Capital Management is a small, independent registered investment adviser organized as a limited liability company that focuses on fee-based portfolio management and financial planning for individuals, families and small businesses. The firm runs discretionary equity-oriented portfolios and provides portfolio management services for business or institutional clients on a limited basis. Investment activity tilts toward liquid, exchange-traded instruments with a primary preference for equities; the firm does not identify as an active ESG investor. Service delivery is centered on traditional wealth management — constructing equity-heavy portfolios, implementing individual financial plans and managing accounts on a percentage-of-AUM fee schedule. Given the firm’s size, investment approach appears straightforward and execution-oriented: exchange-traded equities as the core sleeve, supplemented by targeted alternative exposure to commodities and oil & gas through third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • KEITH CRENSHAW

    PresidentCRD 5776342

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
2121 Avenue of the Stars
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth