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Theodore Rollin Crites

Investment adviser representative at Composition Wealth, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.5BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Composition Wealth, LLCJul 2024 to now
  2. Miracle Mile Advisors, LLCFeb 2024 to now
  3. Caplan Financial Group, LLCFeb 2023 to Feb 2024
  4. Manring & FarrellMar 2021 to Jan 2023
  5. Silver Family RestaurantsDec 2019 to Mar 2021
  6. Northstar LLCSep 2018 to Dec 2019
  7. Capital UniversitySep 2014 to Jun 2018

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (MD).

Composition Wealth, LLC

$9.5BAssets managed
3,986Clients
79Advisers
14 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7953836
Firm CRD
143483
Advisor's SEC record (opens in a new tab)
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