Crews & Associates, Inc.

Overview

Crews & Associates, Inc. is an SEC-registered firm (registered in 2023) that operates as both an independent broker‑dealer and an investment bank while also offering insurance brokerage. The firm serves individual and family clients as well as institutional accounts, providing financial planning and portfolio management for individuals, small businesses, and institutions. Its business model blends brokerage capabilities with advisory services and it charges fees based on a percentage of assets under management. The firm is registered in Arkansas, California, and Louisiana and lists owner types as both a domestic entity and an individual. Crews & Associates does not self-identify as an ESG investor and is not labeled a capital allocator in the available data. Its industry affiliations span broker‑dealer, other investment adviser roles, registered municipal advisor, banking or thrift institution, insurance company, and pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices