Crews & Associates, Inc.
Firm details
- Headquarters
- Little Rock, Arkansas
- CRD number
- 8052
- Registered since
- October 10, 2023
- Website
- www.crewsfs.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI54.47%
- Individuals35.52%
- Charitable Organizations6.91%
- Corporations / Businesses2.78%
- Insurance Companies0.32%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Crews & Associates, Inc. is organized as a corporation that operates as an independent broker‑dealer and investment bank. The firm registered with the SEC in 2023 and is owned by a combination of a domestic entity and an individual. Its client base spans individuals and families as well as institutional investors. Advisory work centers on financial planning and portfolio management for individuals, small businesses, and institutional clients; advisory fees are charged as a percentage of assets under management. The firm also functions as an insurance broker alongside its broker‑dealer activities and is not identified 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 Equities62%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 3
Damon Meyer
Chief Compliance OfficerCRD 4133916
Joseph Bumpers
Chief Financial Officer, FinanceCRD 4336359
Dennis Clay
CEOCRD 1233857
Contacts
3 of 134
Carter Rook
SVP Institutional SalesCRD 5142589
Derek Whitehead
Senior Vice President, Financial AdvisorCRD 5222905
Anthony Brainerd
Vice President, Financial AdvisorCRD 5278235
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Little Rock, AR
Pulaski
Location
Little Rock, AR
Headquartered in Little Rock, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.
- Metro area
- Little Rock-North Little Rock, AR
- Region
- South
- County
- Pulaski
- Address
- 4007 N Rodney Parham Rd
- Time zone
- CT (UTC-6)
- Office locations
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