# Crew Capital Management, Ltd.

> 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.

- CRD: 125402
- Filed as: CREW CAPITAL MANAGEMENT, LTD.
- Also doing business as: ARDOR WEALTH MANAGEMENT, INSURANCE DILIGENCE SOLUTIONS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125402
- AdvisorCensus page: https://advisorcensus.com/firm/crew-capital-management-ltd-cincinnati-oh-125402

## Quick answers

**How is Crew Capital Management, Ltd. compensated?**
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).

**How much does Crew Capital Management, Ltd. charge?**
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.

**Where is Crew Capital Management, Ltd. located?**
Crew Capital Management, Ltd.'s principal office is in Cincinnati, OH, according to its Form ADV.

**Is Crew Capital Management, Ltd. registered with the SEC or a state?**
Crew Capital Management, Ltd. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 125402.

**How much does Crew Capital Management, Ltd. manage?**
Crew Capital Management, Ltd. reports $235,415,875 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Crew Capital Management, Ltd.'s assets and staff changed since 2021?**
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.

**What types of clients does Crew Capital Management, Ltd. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (143); high net worth individuals (60).

**Which custodians does Crew Capital Management, Ltd. use?**
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.

**Does Crew Capital Management, Ltd. report any disciplinary disclosures?**
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

**Does Crew Capital Management, Ltd. state an account minimum?**
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."

**What changed in Crew Capital Management, Ltd.'s recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> CCM’s general account minimum is $250,000, but CCM reserves the right to waive the minimum account size and minimum fee charged.

- Flat fee: $10,000 to $25,000 a year (Portfolio Management services)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $235,415,875
- Discretionary: $235,415,875
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 143 | $27,165,863 |
| High net worth individuals | 60 | $208,250,012 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, FL, IN, KY, NH, OH, SC, TN, TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.H(2): 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)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/125402

### Websites listed on Form ADV (Item 1.I)
- [crewcapital.com](https://crewcapital.com)
- LinkedIn @crew-capital-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $182,986,108 | 5 | June 25, 2021 |
| October 2022 | $203,284,646 | 6 | August 15, 2022 |
| October 2023 | $164,288,713 | 7 | February 17, 2023 |
| October 2024 | $183,099,087 | 7 | September 13, 2024 |
| October 2025 | $216,400,238 | 8 | March 12, 2025 |
| October 2026 | $235,415,875 | 7 | March 23, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 7.
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Registered or notice-filed in CA, SC.

### January 2026
- No longer registered or notice-filed in MT.

### December 2025
- Registered or notice-filed in IN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crew Capital Management, Ltd. (CRD 125402): Form ADV filing data as of October 2026.