CREWS & ASSOCIATES, INC.

Overview

Crews & Associates, Inc. operates as a broker-dealer and insurance broker that also provides advisory services including financial planning and portfolio management for individuals, small businesses and institutions. The firm is structured as a corporation with an individual/domestic owner and was SEC-registered in 2023. Its business model blends brokerage activity with advice delivered on a percentage-of-AUM fee basis, and it serves both individual & family clients and institutional clients. Investment activity is equity-focused: the firm shows a clear preference for exchange-traded equities and uses liquid, tradable instruments as the backbone of client portfolios. Crews & Associates, Inc. is not identified as an active ESG investor. Its advisory activity appears to operate largely in a non-discretionary capacity, consistent with its broker-dealer classification, while also supporting more traditional advisory relationships through financial planning and portfolio management engagements.

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Public Holdings

Investments & Alternatives

Location & Offices