# Crewe Advisors

> 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.

- CRD: 173920
- Filed as: CREWE ADVISORS
- Legal name: Crewe Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Salt Lake City, UT
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173920
- AdvisorCensus page: https://advisorcensus.com/firm/crewe-advisors-salt-lake-city-ut-173920

## Quick answers

**How is Crewe Advisors compensated?**
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.

**How much does Crewe Advisors charge?**
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.

**Where is Crewe Advisors located?**
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).

**Is Crewe Advisors registered with the SEC or a state?**
Crewe Advisors is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 173920.

**How much does Crewe Advisors manage?**
Crewe Advisors reports $3,050,592,310 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (100% discretionary).

**How have Crewe Advisors' assets and staff changed since 2021?**
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.

**What types of clients does Crewe Advisors serve?**
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).

**Which custodians does Crewe Advisors use?**
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.

**Does Crewe Advisors report any disciplinary disclosures?**
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

**Does Crewe Advisors state an account minimum?**
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."

**What changed in Crewe Advisors' recent Form ADV filings?**
In the September 2026 filing data: 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
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated July 17, 2026)

- Account minimum: $2,000,000 (the brochure says it may be waived or negotiated)

> There is a minimum of $ 2,000,000 for Investment Portfolio Management, per client relationship, which may be waived by CA in its discretion.

- Flat fee: $6,000 to $150,000 (creating client financial plans)

> 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.

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.
- Fidelity Distributors Company LLC

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: $3,050,592,310
- Discretionary: $3,040,378,317
- Non-discretionary: $10,213,993

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 211 | $70,087,469 |
| High net worth individuals | 303 | $1,677,875,276 |
| 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) | 1 | $21,780,491 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,620,928 |
| Charitable organizations | 71 | $219,888,641 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | Fewer than 5 | $8,908,275 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 173 | $1,050,431,230 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 32 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, LA, ME, MI, NV, TX, UT, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Scottsdale, AZ

### Websites listed on Form ADV (Item 1.I)
- crewe.com
- creweadvisors.com
- LinkedIn @CREWE-ADVISORS
- X @CreweAdvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $719,026,818 | 12 | September 14, 2021 |
| October 2022 | $1,085,834,699 | 17 | March 31, 2022 |
| October 2023 | $1,288,269,950 | 20 | September 20, 2023 |
| October 2024 | $1,620,494,059 | 24 | June 7, 2024 |
| October 2025 | $2,512,342,970 | 30 | June 5, 2025 |
| October 2026 | $3,050,592,310 | 32 | August 25, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $2,512,342,970 to $3,050,592,310 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crewe Advisors (CRD 173920): Form ADV filing data as of October 2026.