Crewe Advisors

RIASEC RegisteredEst. 2015

Total AUM

$3.1B

Discretionary

$3B

100% of AUM

Avg account

$1.5M

Accounts

1,985

Employees

Advisory reps

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

FINTRX

Overview

Crewe Advisors is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2015. The firm serves both individual/family and institutional clients and positions itself as a capital allocator and adviser across discretionary portfolios and pooled vehicles. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, custody and management of pooled investment vehicles, and selection of third‑party advisers. Fee arrangements are flexible and include percentage of assets under management, hourly and fixed fees, and performance‑based fees. The firm is active as a sponsor and managing member of pooled investment vehicles and may act as a general partner in some structures. Crewe Advisors does not identify as an active ESG investor. The regulatory snapshot lists the firm as a domestic entity/individual ownership type.