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CRUTCHFIELD ADVISORS, INC

CRD 174252

Visit website

2201 CANDUN DRIVE, SUITE 203, APEX, NC, 27523, United States

Phone

9194461216

Fax

9194461216

Registration

— (—)

Source

State registered

Total AUM

$83.0M

Discretionary AUM

$83.0M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-26

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals100$53.0M
High net worth individuals1$2.0M
Corporations/business entities3$28.0M

All web addresses on file

Official SEC filing: View on IAPD