{
  "crd_number": 8052,
  "slug": "crews-and-associates-inc-little-rock-ar-8052",
  "primary_business_name": "CREWS & ASSOCIATES, INC.",
  "legal_name": "CREWS & ASSOCIATES, INC.",
  "dbas": [],
  "city": "Little Rock",
  "state": "AR",
  "country": "United States",
  "cbsa_code": "30780",
  "metro": {
    "cbsa_code": "30780",
    "common_name": "Little Rock",
    "msa_name": "Little Rock-North Little Rock-Conway, AR",
    "path": "/advisors/ar/little-rock"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-10-10",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-08-19",
  "carried_forward": false,
  "raum_total": 181087303.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 181087303.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 145,
  "advisory_employees": 18,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 12520074.0,
      "count": 6
    },
    "individuals": {
      "raum": 64320338.0,
      "count": 277
    },
    "insurance_companies": {
      "raum": 588473.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 98631834.0,
      "count": 49
    },
    "corporations_other_businesses": {
      "raum": 5026584.0,
      "count": 3
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 7,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "DE",
    "FL",
    "LA",
    "MO",
    "MS",
    "ND",
    "NJ",
    "NY",
    "OK",
    "PA",
    "TN",
    "TX",
    "VA",
    "WI"
  ],
  "websites": [
    "https://crewsfs.com",
    "https://facebook.com/CrewsAssociates",
    "https://linkedin.com/company/crews-&-associates",
    "https://x.com/CrewsAssoc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/8052",
  "disclosure_items": [
    {
      "item": "11.C(1)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?"
    },
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    },
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": "LITTLE ROCK",
  "url": "https://advisorcensus.com/firm/crews-and-associates-inc-little-rock-ar-8052",
  "display_name": "Crews & Associates, Inc.",
  "summary": "Crews & Associates, Inc. is an SEC-registered investment advisory firm in Little Rock, AR, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 19, 2026.",
  "citation": "AdvisorCensus. Crews & Associates, Inc. (CRD 8052): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "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"
  ],
  "quick_answers": [
    {
      "q": "How is Crews & Associates, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Crews & Associates, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Crews & Associates, Inc. located?",
      "a": "Crews & Associates, Inc.'s principal office is in Little Rock, AR, according to its Form ADV; the September 2026 filing also lists 6 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Crews & Associates, Inc. registered with the SEC or a state?",
      "a": "Crews & Associates, Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 8052."
    },
    {
      "q": "How much does Crews & Associates, Inc. manage?",
      "a": "Crews & Associates, Inc. reports $181,087,303 in regulatory assets under management in its Form ADV filing dated August 19, 2026 (0% discretionary)."
    },
    {
      "q": "How have Crews & Associates, Inc.'s assets and staff changed since 2024?",
      "a": "In the Form ADV data for Crews & Associates, Inc.: Regulatory assets under management: $112,401,625 in the October 2024 data and $181,087,303 in the October 2026 data, up 61%. Total employees: 130 in October 2024 and 145 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Crews & Associates, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (277); high net worth individuals (49); charitable organizations (6)."
    },
    {
      "q": "Which custodians does Crews & Associates, Inc. use?",
      "a": "Crews & Associates, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Crews & Associates, Inc. report any disciplinary disclosures?",
      "a": "Reports 7 disclosure items on Form ADV Item 11: yes answers to 7 questions about regulatory matters (11.C(1), 11.C(2), 11.C(4), 11.C(5), 11.D(2), 11.D(4), 11.E(2)). 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/8052"
    },
    {
      "q": "What changed in Crews & Associates, Inc.'s recent Form ADV filings?",
      "a": "In the August 2026 filing data: Employees performing advisory functions went from 16 to 18."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 112401625.0,
      "total_employees": 130,
      "filing_date": "2024-06-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 149386233.0,
      "total_employees": 130,
      "filing_date": "2025-05-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 181087303.0,
      "total_employees": 145,
      "filing_date": "2026-08-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Employees performing advisory functions went from 16 to 18."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $149,386,233 to $181,087,303 (+21%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 20 to 16.",
        "Registered or notice-filed in MS."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING 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/crews-and-associates-inc-little-rock-ar-8052.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 277,
      "fewer_than_5": false,
      "raum": 64320338.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 49,
      "fewer_than_5": false,
      "raum": 98631834.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 12520074.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 588473.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": false,
      "raum": 5026584.0
    }
  ],
  "disclosure_line": "Reports 7 disclosure items 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/8052",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}