Crawford Wealth Management

RIASEC Registered
Total AUM
$53M
Discretionary
$53M
100% of AUM
Avg account
$1.7M
Accounts
32
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
332941
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI95.28%
  • Individuals4.72%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Crawford Wealth Management is a small, fee-based advisory firm that manages portfolios for individuals and families, including small-business owners. The firm runs discretionary equity-heavy strategies and emphasizes direct management of client portfolios under a percentage-of-assets fee model. It does not identify as an ESG investor and operates under a single-owner structure focused on personalized portfolio management rather than institutional or pension consulting mandates. The firm’s investment activity centers on publicly traded securities, with a clear preference for exchange-traded equities as the primary allocation tool. Crawford Wealth Management appears to combine core liquid equity exposures with select third-party alternative positions—real estate allocations are used to add diversification and income characteristics that equities alone do not provide. Advisory services are delivered from a single office and custody is concentrated at Charles Schwab & Co., Inc., which holds the firm’s client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Public Funds/Mutual Funds 49%, Cash & Cash Equivalents 1%50%
  • Exchange Traded Equities50%
  • Public Funds/Mutual Funds49%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Daniel Crawford

    Investment Advisor RepresentativeCRD 6795382

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth