SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Crew Capital Management, Ltd.
Cincinnati, OH
CRD 125402
Firm filing updated March 23, 2026 ·
- $235.4MAssets
- 203Clients
- 7Advisory staff
- 539Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals143
- High net worth individuals60
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 143 | $27.2 million |
| High net worth individuals | 60 | $208.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 7 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Other: "DILIGENCE ON THIRD-PARTY INVESTMENT ADVISORS MANAGING PRIVATE PLACEMENT LIFE INSURANCE ASSETS"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Other: "DILIGENCE ON THIRD-PARTY INVESTMENT ADVISORS MANAGING PRIVATE PLACEMENT LIFE INSURANCE ASSETS"
Assets and accounts
- Regulatory assets$235.4 million
- Accounts539
- DiscretionaryAll accounts
People
- Employees7
- Advisory staff7
- Broker-dealer reps1
- Licensed insurance agents1
- Planning clients51 to 100
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 125402, SEC file 801-119376.
- Registered with the SEC as an investment advisor (status date on record: August 31, 2020).
Is Crew Capital Management, Ltd. a fiduciary?
Short answer: Crew Capital Management, Ltd. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 1 staff member is a broker-dealer representative. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
1 staff member is a licensed insurance agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.