TIM CRAWFORD CPA

Overview

TIM Crawford Cpa is a small corporate advisory firm that combines bookkeeping and accounting capabilities with investment advisory services. The firm acts as a capital allocator and focuses on selecting third‑party advisers and managers to implement client strategies rather than running a large in‑house fund complex. Its client base spans individual and family clients as well as some institutional relationships, and it charges fees based on a percentage of assets under management. Investment preference leans toward equities, with the firm favoring exchange‑traded vehicles for core exposure. TIM Crawford Cpa supplements public equity allocations with allocations to external alternative managers—most notably venture capital, private placements and real estate—and uses annuities and mutual funds for specific client objectives. The firm does not list active ESG investing as a primary focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices