CRUTCHFIELD ADVISORS, INC

Overview

Crutchfield Advisors, Inc. is a corporation that provides discretionary portfolio management primarily for individuals, families and small-business clients, with a client base that also includes institutional accounts. The firm runs a fee schedule tied to assets under management and favors an equity-oriented approach — exchange-traded equities are its dominant holding type. Portfolios appear to be managed on a discretionary basis through separately managed account structures, allowing the adviser to implement tailored equity and taxable strategies while also layering in third‑party alternative managers where appropriate. The firm does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices