CRAWFORD CAPITAL, LLC

Overview

Crawford Capital, LLC is a small, individually owned advisory firm focused on portfolio management for individuals and small businesses. The firm favors liquid, exchange-traded investments and runs a fee model that combines a percentage of assets under management with the ability to charge performance-based fees. With a narrow client base and limited total assets, the firm appears to concentrate on hands-on portfolio management rather than large-scale institutional solutions. Crawford Capital is not positioned as an ESG investor and does not operate across multiple states as a registered multi-state adviser. Investment activity centers on publicly traded equities and exchange-traded funds as the primary building blocks of client portfolios. Because the firm also lists allocations to hedge funds, it uses third-party alternative managers to add strategies that may be aimed at return enhancement or risk diversification alongside its core equity holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices