Crew Capital Management, Ltd.
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 125402
- Registered since
- August 31, 2020
- Website
- crewcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.46%
- Individuals11.54%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Crew Capital Management, Ltd. is an independent registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm serves primarily individual and family clients and operates as a capital allocator and advisor that can select other managers on clients’ behalf. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting support, manager selection, and educational seminars/workshops. Fee arrangements combine an asset-based percentage and fixed fees. The firm is not identified as an active ESG investor and its filings note an industry affiliation with a law firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Investment Grade Corp Bonds13%
- Derivatives5%
- US Government Bonds3%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3
Peter Baden
Chief Investment OfficerCRD 2184899
Matthew Swendiman
Chief Executive OfficerCRD 2849367
Robert Jung
Founder & CEOCRD 2080426
Contacts
3 of 4
Tyler Almeida
Financial AdvisorCRD 5360762
Andrew Jung
Investment AnalystCRD 7218858
Rick Bell
Vice PresidentCRD 5296037
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$121M in ETFs
91%
$110M
0%
$10.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $22M | 29,813 | 18.19% |
Location
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 4030 Smith Rd
- Time zone
- ET (UTC-5)
- Office locations
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