{
  "crd_number": 125402,
  "slug": "crew-capital-management-ltd-cincinnati-oh-125402",
  "primary_business_name": "CREW CAPITAL MANAGEMENT, LTD.",
  "legal_name": "CREW CAPITAL MANAGEMENT, LTD.",
  "dbas": [
    "ARDOR WEALTH MANAGEMENT",
    "INSURANCE DILIGENCE SOLUTIONS"
  ],
  "city": "Cincinnati",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17140",
  "metro": {
    "cbsa_code": "17140",
    "common_name": "Cincinnati",
    "msa_name": "Cincinnati, OH-KY-IN",
    "path": "/advisors/oh/cincinnati"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-08-31",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 235415875.0,
  "raum_discretionary": 235415875.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 27165863.0,
      "count": 143
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 208250012.0,
      "count": 60
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA",
    "DC",
    "FL",
    "IN",
    "KY",
    "NH",
    "OH",
    "SC",
    "TN",
    "TX"
  ],
  "websites": [
    "https://crewcapital.com",
    "https://linkedin.com/company/crew-capital-management"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/125402",
  "disclosure_items": [
    {
      "item": "11.H(2)",
      "question": "Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?"
    }
  ],
  "city_as_filed": "CINCINNATI",
  "url": "https://advisorcensus.com/firm/crew-capital-management-ltd-cincinnati-oh-125402",
  "display_name": "Crew Capital Management, Ltd.",
  "summary": "Crew Capital Management, Ltd. is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Crew Capital Management, Ltd. (CRD 125402): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Crew Capital Management, Ltd. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Crew Capital Management, Ltd. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Crew Capital Management, Ltd. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 20, 2026 states: Flat fee: $10,000 to $25,000 a year (Portfolio Management services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Crew Capital Management, Ltd. located?",
      "a": "Crew Capital Management, Ltd.'s principal office is in Cincinnati, OH, according to its Form ADV."
    },
    {
      "q": "Is Crew Capital Management, Ltd. registered with the SEC or a state?",
      "a": "Crew Capital Management, Ltd. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 125402."
    },
    {
      "q": "How much does Crew Capital Management, Ltd. manage?",
      "a": "Crew Capital Management, Ltd. reports $235,415,875 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Crew Capital Management, Ltd.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Crew Capital Management, Ltd.: Regulatory assets under management: $182,986,108 in the October 2021 data and $235,415,875 in the October 2026 data, up 29%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Crew Capital Management, Ltd. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (143); high net worth individuals (60)."
    },
    {
      "q": "Which custodians does Crew Capital Management, Ltd. use?",
      "a": "Crew Capital Management, Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Crew Capital Management, Ltd. report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/125402"
    },
    {
      "q": "Does Crew Capital Management, Ltd. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 20, 2026 says: \"CCM’s general account minimum is $250,000, but CCM reserves the right to waive the minimum account size and minimum fee charged.\""
    },
    {
      "q": "What changed in Crew Capital Management, Ltd.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 8 to 7. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 182986108.0,
      "total_employees": 5,
      "filing_date": "2021-06-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 203284646.0,
      "total_employees": 6,
      "filing_date": "2022-08-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 164288713.0,
      "total_employees": 7,
      "filing_date": "2023-02-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 183099087.0,
      "total_employees": 7,
      "filing_date": "2024-09-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 216400238.0,
      "total_employees": 8,
      "filing_date": "2025-03-12"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 235415875.0,
      "total_employees": 7,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 7.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Registered or notice-filed in CA, SC."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in MT."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in IN."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 20, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $10,000 to $25,000 a year (Portfolio Management services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "CCM’s general account minimum is $250,000, but CCM reserves the right to waive the minimum account size and minimum fee charged."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $10,000 to $25,000 a year (Portfolio Management services)"
        ],
        "quotes": [
          "CCM may also provide Portfolio Management services for an annual fixed fee ranging from $10,000 to $25,000, depending on the complexity of the services provided."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 10000.0,
          "max": 25000.0,
          "period": "annual",
          "service": "Portfolio Management services"
        }
      ]
    },
    "quotes": [
      "CCM’s general account minimum is $250,000, but CCM reserves the right to waive the minimum account size and minimum fee charged.",
      "CCM may also provide Portfolio Management services for an annual fixed fee ranging from $10,000 to $25,000, depending on the complexity of the services provided."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/crew-capital-management-ltd-cincinnati-oh-125402.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 143,
      "fewer_than_5": false,
      "raum": 27165863.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 60,
      "fewer_than_5": false,
      "raum": 208250012.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/125402",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}