CREWE ADVISORS

RIASEC RegisteredEst. 2015
Total AUM
$3.1B
Discretionary
$3B
100% of AUM
Avg account
$1.5M
Accounts
1,985
Employees
32
Advisory reps
27

Firm details

Headquarters
SALT LAKE CITY , Utah
CRD number
173920
Registered since
January 2, 2015
Website
creweadvisors.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI55%
  • Corporations / Businesses34.43%
  • Charitable Organizations7.21%
  • Individuals2.3%
  • Pooled Investment Vehicles0.71%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Crewe Advisors is an independent registered investment adviser organized as an LLC and SEC-registered since 2015. The firm describes itself as a capital allocator that serves both individual/family and institutional clients. Its advisory scope spans financial planning, discretionary portfolio management for individuals and pooled investment vehicles, and selection of external managers. The firm also operates as a sponsor/GP and managing member for pooled vehicles. Fee arrangements are flexible and include percentage-of-AUM fees alongside hourly and fixed fees, with the capability to charge performance-based compensation on applicable mandates. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 53%, Exchange Traded Equities 31%, Private Funds 9%, State & Local Bonds 3%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%53%
  • Public Funds/Mutual Funds53%
  • Exchange Traded Equities31%
  • Private Funds9%
  • State & Local Bonds3%
  • Non-Exchange Traded Equities1%

Owners & executives

3 of 3

  • DUSTIN THACKERAY

    Chief Investment OfficerCRD 4878110

  • HAYLEY NELSON

    Chief Compliance OfficerCRD 2548469

  • JASON MILLER

    Partner & Chief Operating OfficerCRD 4678356

Contacts

3 of 24

  • COREY PEDERSON

    Wealth StrategistCRD 5530646

  • John Larsen

    Investment Operations AnalystCRD 8200176

  • DANIEL SUDIT

    PartnerCRD 4178576

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 340

Active vs passive

$818M in ETFs

Passive

88%

$721M

Active

11%

$97.4M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$141M216,42217.28%
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Location

Primary office

SALT LAKE CITY , UT

SALT LAKE

Location

SALT LAKE CITY , UT

Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SALT LAKE
Address
650 S Main St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth