Crewe Capital

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
24
Avg account
$0

Firm details

Headquarters
Salt Lake City , Utah
CRD number
152527
Registered since
September 20, 2011
Website
crewe.com

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Aaron Montague

    Aaron Montague

    Chief of StaffCRD 8237928

  • Melissa Horsley

    Melissa Horsley

    CEOCRD 6920012

Contacts

3 of 22
  • Luther Woodard

    Luther Woodard

    DirectorCRD 6575571

  • Ryan Bailey

    Ryan Bailey

    AdvisorCRD 2890463

  • Brian Basil

    Brian Basil

    Managing DirectorCRD 4667556

Unlock 19 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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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