Crawford Financial Planning & Consulting is an SEC registered investment adviser organized as a sole proprietorship with a primary office location in Modesto, CA. Its latest Form ADV filing, dated February 18, 2026, reports $172M in regulatory assets under management, 2 employees, and 378 accounts.
Assets Under Management
$172M
Employees
2
Offices
--
Total Clients
140
Primary office
MODESTO, CA
3501 COFFEE ROAD, SUITE 6, MODESTO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.3% of total clients.
Top client categories% of clientsClients
1
Individuals
69.3%
97
2
HNWI
30.7%
43
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$172Mas of February 18, 2026
Discretionary100.0%
$172M
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$172M
Total Accounts378
10Y AUM Change+$63M (+57.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee70:1
10Y Employee Change0 (0.0%)
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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.