Crewe Advisors
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 173920
- Registered since
- January 2, 2015
- Website
- creweadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI55%
- Corporations / Businesses34.43%
- Charitable Organizations7.21%
- Individuals2.3%
- Pooled Investment Vehicles0.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Crewe Advisors is an independent registered investment adviser organized as an LLC and SEC-registered since 2015. The firm serves both individuals and families as well as institutional clients and identifies itself as a capital allocator. Its advisory work spans financial planning and discretionary portfolio management across individuals/small businesses, pooled investment vehicles, and business or institutional clients, plus selection of third‑party advisers. Crewe operates on multiple fee bases including a percentage of assets under management, hourly and fixed fees, and performance-based arrangements. The firm also acts in sponsor/GP roles and as a managing member for pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities31%
- Private Funds9%
- State & Local Bonds3%
- Non-Exchange Traded Equities1%
Owners & executives
2 of 2
Dustin Thackeray
Chief Investment OfficerCRD 4878110
Jason Miller
Partner & Chief Operating OfficerCRD 4678356
Contacts
3 of 24
Ryan Halliday
Managing PartnerCRD 4033864
Daniel Sudit
PartnerCRD 4178576
Ashley Landon
AnalystCRD 6298237
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 366Active vs passive
$916M in ETFs
91%
$836M
8%
$80.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $161M | 214,948 | 17.57% |
Location
Salt Lake City , UT
Salt Lake
Location
Salt Lake City , UT
Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 650 S Main St
- Time zone
- MT (UTC-7)
- Office locations
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