Crewe Capital
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 152527
- Registered since
- September 20, 2011
- Website
- crewe.com
Firm profile
FINTRXOverview
Crewe Capital is organized as a limited liability company and is recorded as SEC-registered since 2011. The firm is classified in the source data as an investment bank rather than a capital allocator or traditional registered investment adviser focused on managing client portfolios. Ownership is listed as a mix of a domestic entity and an individual. The record indicates Crewe Capital does not identify itself as an active ESG investor, is not a multi-state adviser, and does not register as a pension consultant or related adviser. The dataset provides no clear description of client segments, fee schedules, or specific advisory services, suggesting the firm’s primary public profile emphasizes investment-banking activities over retail wealth management or advisory offerings.
Assets & Accounts
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
Owners & executives
2 of 2
Aaron Montague
Chief of StaffCRD 8237928

Melissa Horsley
CEOCRD 6920012
Contacts
3 of 22
Luther Woodard
DirectorCRD 6575571

Ryan Bailey
AdvisorCRD 2890463

Brian Basil
Managing DirectorCRD 4667556
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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