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 SEC-registered in 2020. The firm serves individual and family clients and operates as a capital allocator alongside providing direct portfolio management and financial planning. Its fee arrangements include percentage-of-AUM and fixed-fee structures. The firm’s advisory scope, per its disclosures, covers financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, selection of other advisers, pension consulting services, and educational seminars/workshops. Crew Capital reports an industry affiliation with a law firm. It does not present itself as an active ESG investor.
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 3PETER BADEN
Chief Investment OfficerCRD 2184899
MATTHEW SWENDIMAN
Chief Executive OfficerCRD 2849367
ROBERT JUNG
Founder & CEOCRD 2080426
Contacts
3 of 4Tyler 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 43Active vs passive
$99.6M in ETFs
92%
$91.6M
0%
$8.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $16.9M | 29,336 | 16.99% |
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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