Crew Capital Management, Ltd. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated March 23, 2026, reports $235M in regulatory assets under management, 7 employees, 1 office, and 539 accounts.
Assets Under Management
$235M
Employees
7
Offices
1 office
Total Clients
203
Primary office
CINCINNATI, OH
4030 SMITH RD., SUITE 200, CINCINNATI, OH, United States
Top client segmentIndividuals represent 70.4% of total clients.
Top client categories% of clientsClients
1
Individuals
70.4%
143
2
HNWI
29.6%
60
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$235Mas of March 23, 2026
Discretionary100.0%
$235M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$235M
Total Accounts539
10Y AUM Change+$77M (+48.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee29:1
10Y Employee Change+2 (+40.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.