Crawford Capital Management, Inc.

Crawford Capital Management, Inc. (CRD# 160407) is a financial advisory firm headquartered in San Diego, CA. They manage $17,053,450 in 135 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    135
    ACCOUNTS
  • Average Account Value
    $126,322
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Crawford Capital Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Kevin B. Stone
CRD#: 4597641
San Diego, CA
90
Wealthminder
score

Kevin Stone (CRD# 4597641) is an Investment Advisor Representative working at Crawford Capital Management, Inc. in San Diego, CA and has 1 year of experience in the finance industry. Kevin Stone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.