Crawford Wealth Management

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