{
  "crd_number": 173920,
  "slug": "crewe-advisors-salt-lake-city-ut-173920",
  "primary_business_name": "CREWE ADVISORS",
  "legal_name": "CREWE ADVISORS LLC",
  "dbas": [],
  "city": "Salt Lake City",
  "state": "UT",
  "country": "United States",
  "cbsa_code": "41620",
  "metro": {
    "cbsa_code": "41620",
    "common_name": "Salt Lake City",
    "msa_name": "Salt Lake City-Murray, UT",
    "path": "/advisors/ut/salt-lake-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-01-02",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-08-25",
  "carried_forward": false,
  "raum_total": 3050592310.0,
  "raum_discretionary": 3040378317.0,
  "raum_non_discretionary": 10213993.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 32,
  "advisory_employees": 16,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 219888641.0,
      "count": 71
    },
    "individuals": {
      "raum": 70087469.0,
      "count": 211
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 8908275.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 1620928.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1677875276.0,
      "count": 303
    },
    "pooled_investment_vehicles": {
      "raum": 21780491.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 1050431230.0,
      "count": 173
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "LA",
    "ME",
    "MI",
    "NV",
    "TX",
    "UT",
    "VA",
    "WA"
  ],
  "websites": [
    "https://crewe.com",
    "https://creweadvisors.com",
    "https://linkedin.com/COMPANY/CREWE-ADVISORS?ORIGINALSUBDOMAIN=CA",
    "https://x.com/CreweAdvisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173920",
  "city_as_filed": "SALT LAKE CITY",
  "url": "https://advisorcensus.com/firm/crewe-advisors-salt-lake-city-ut-173920",
  "display_name": "Crewe Advisors",
  "summary": "Crewe Advisors is an SEC-registered investment advisory firm in Salt Lake City, UT, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 25, 2026.",
  "citation": "AdvisorCensus. Crewe Advisors (CRD 173920): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Crewe Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Crewe Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does Crewe Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated July 17, 2026 states: Flat fee: $6,000 to $150,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Crewe Advisors located?",
      "a": "Crewe Advisors' principal office is in Salt Lake City, UT, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Crewe Advisors registered with the SEC or a state?",
      "a": "Crewe Advisors is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 173920."
    },
    {
      "q": "How much does Crewe Advisors manage?",
      "a": "Crewe Advisors reports $3,050,592,310 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Crewe Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Crewe Advisors: Regulatory assets under management: $719,026,818 in the October 2021 data and $3,050,592,310 in the October 2026 data, up 324%. Total employees: 12 in October 2021 and 32 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Crewe Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (303); individuals (other than high net worth individuals) (211); corporations or other businesses not listed above (173)."
    },
    {
      "q": "Which custodians does Crewe Advisors use?",
      "a": "Crewe Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Crewe Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173920"
    },
    {
      "q": "Does Crewe Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 17, 2026 says: \"There is a minimum of $ 2,000,000 for Investment Portfolio Management, per client relationship, which may be waived by CA in its discretion.\""
    },
    {
      "q": "What changed in Crewe Advisors' recent Form ADV filings?",
      "a": "In the September 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 719026818.0,
      "total_employees": 12,
      "filing_date": "2021-09-14"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1085834699.0,
      "total_employees": 17,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1288269950.0,
      "total_employees": 20,
      "filing_date": "2023-09-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1620494059.0,
      "total_employees": 24,
      "filing_date": "2024-06-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2512342970.0,
      "total_employees": 30,
      "filing_date": "2025-06-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3050592310.0,
      "total_employees": 32,
      "filing_date": "2026-08-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $2,512,342,970 to $3,050,592,310 (+21%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$2,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $6,000 to $150,000 (creating client financial plans)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "There is a minimum of $ 2,000,000 for Investment Portfolio Management, per client relationship, which may be waived by CA in its discretion."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $6,000 to $150,000 (creating client financial plans)"
        ],
        "quotes": [
          "The negotiated fixed rate for creating client financial plans is between $6,000 and $150,000. Fees are charged 100% in advance, but never more than six months in advance of receiving Financial Planning services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 2000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 6000.0,
          "max": 150000.0,
          "period": "one_time",
          "service": "creating client financial plans"
        }
      ]
    },
    "quotes": [
      "There is a minimum of $ 2,000,000 for Investment Portfolio Management, per client relationship, which may be waived by CA in its discretion.",
      "The negotiated fixed rate for creating client financial plans is between $6,000 and $150,000. Fees are charged 100% in advance, but never more than six months in advance of receiving Financial Planning services."
    ],
    "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
    },
    {
      "name": "Fidelity Distributors Company LLC",
      "name_as_filed": "FIDELITY DISTRIBUTORS COMPANY LLC",
      "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/crewe-advisors-salt-lake-city-ut-173920.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 211,
      "fewer_than_5": false,
      "raum": 70087469.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 303,
      "fewer_than_5": false,
      "raum": 1677875276.0
    },
    {
      "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": 1,
      "fewer_than_5": false,
      "raum": 21780491.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1620928.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 71,
      "fewer_than_5": false,
      "raum": 219888641.0
    },
    {
      "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": null,
      "fewer_than_5": true,
      "raum": 8908275.0
    },
    {
      "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": 173,
      "fewer_than_5": false,
      "raum": 1050431230.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/173920",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}