CREW CAPITAL MANAGEMENT, LTD.

CRD 125402 · SEC 801-119376

Visit website

4030 SMITH RD., SUITE 200, CINCINNATI, OH, 45209, United States

Phone

513-245-2620

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$235.4M

Discretionary AUM

$235.4M

Team

7 total employees; 7 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsDILIGENCE ON THIRD-PARTY INVESTMENT ADVISORS MANAGING PRIVATE PLACEMENT LIFE INSURANCE ASSETS

Client types

Type	Clients	AUM
Individuals	143	$27.2M
High net worth individuals	60	$208.3M

States served

CA, DC, IN, KY, OH, SC, TN, TX, NH, FL

All web addresses on file

https://www.linkedin.com/company/crew-capital-management/
HTTP://WWW.CREWCAPITAL.COM

Official SEC filing: View on IAPD