Crew Capital Management, Ltd.

Crew Capital Management, Ltd. (CRD# 125402) is a financial advisory firm headquartered in , . They manage $71,964,656 in 240 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $299,853
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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.

KY, OH, TX

Financial Advisors at Crew Capital Management, Ltd.
Showing 1 - 3 of 3 top financial advisors.
1
Robert F. Jung
CRD#: 2080426
Cincinnati, OH
96
Wealthminder
score

Robert Jung (CRD# 2080426) is an Investment Advisor Representative working at Crew Capital Management, Ltd. in Cincinnati, OH and has over 27 years of experience in the finance industry.

2
Matthew A. Swendiman
CRD#: 2849367
15 West Center Street, Lawrenceburg, IN 47025
96
Wealthminder
score

Matthew Swendiman (CRD# 2849367) is an Investment Advisor Representative working at Crew Capital Management, Ltd. in Lawrenceburg, IN and has over 16 years of experience in the finance industry.

3
Scott H. Dooley
CRD#: 4369421
Cincinnati, OH
90
Wealthminder
score

Scott Dooley (CRD# 4369421) is an Investment Advisor Representative working at Crew Capital Management, Ltd. in Cincinnati, OH and has 1 year of experience in the finance industry.

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