Crow Holdings Capital

Crow Holdings Capital (CRD# 156925) is a financial advisory firm headquartered in Dallas, TX. They manage $10,150,064,000 in 217 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,150
    MILLION
  • Total Number of Accounts
    217
    ACCOUNTS
  • Average Account Value
    $46,774,488
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Other
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.

OK, TX

Financial Advisors at Crow Holdings Capital
Showing 1 - 10 of 14 top financial advisors.
1
James C. Morrison
CRD#: 3076014
3819 Maple Ave, Dallas, TX 75219
93
Wealthminder
score

James Morrison (CRD# 3076014) is an Investment Advisor Representative working at Crow Holdings Capital in Dallas, TX and has over 18 years of experience in the finance industry.

2
Matthew R. Ogle
CRD#: 5162128
3819 Maple Ave, Dallas, TX 75219
93
Wealthminder
score

Matthew Ogle (CRD# 5162128) is an Investment Advisor Representative working at Crow Holdings Capital in Dallas, TX and has over 10 years of experience in the finance industry.

3
Kirk L. Rimer
CRD#: 2050532
3819 Maple Ave, Dallas, TX 75219
93
Wealthminder
score

Kirk Rimer (CRD# 2050532) is an Investment Advisor Representative working at Crow Holdings Capital in Dallas, TX and has over 26 years of experience in the finance industry.

4
Kevin T. Sedwick
CRD#: 2862980
3819 Maple Ave, Dallas, TX 75219
93
Wealthminder
score

Kevin Sedwick (CRD# 2862980) is an Investment Advisor Representative working at Crow Holdings Capital in Dallas, TX and has over 18 years of experience in the finance industry.

5
Susan E. Bailey
CRD#: 5295723
3819 Maple Ave, Dallas, TX 75219
87
Wealthminder
score

Susan Bailey (CRD# 5295723) is an Investment Advisor Representative working at Crow Holdings Capital in Dallas, TX and has 1 year of experience in the finance industry.

6
George Michael K. Bryant
CRD#: 5928656
3819 Maple Ave, Dallas, TX 75219
87
Wealthminder
score

George Michael Bryant (CRD# 5928656) is an Investment Advisor Representative working at Crow Holdings Capital in Dallas, TX and has 1 year of experience in the finance industry.

7
John D. Carter
CRD#: 6311706
3819 Maple Ave, Dallas, TX 75219
87
Wealthminder
score

John Carter (CRD# 6311706) is an Investment Advisor Representative working at Crow Holdings Capital in Dallas, TX and has 1 year of experience in the finance industry.

8
Daniel F. Feeney
CRD#: 5928653
3819 Maple Ave, Dallas, TX 75219
87
Wealthminder
score

Daniel Feeney (CRD# 5928653) is an Investment Advisor Representative working at Crow Holdings Capital in Dallas, TX and has 1 year of experience in the finance industry.

9
Jonathon C. Juracek
CRD#: 6275165
3819 Maple Ave, Dallas, TX 75219
87
Wealthminder
score

Jonathon Juracek (CRD# 6275165) is an Investment Advisor Representative working at Crow Holdings Capital in Dallas, TX and has 1 year of experience in the finance industry.

10
Robert A. McClain
CRD#: 5928652
3819 Maple Ave, Dallas, TX 75219
87
Wealthminder
score

Robert McClain (CRD# 5928652) is an Investment Advisor Representative working at Crow Holdings Capital in Dallas, TX and has 1 year of experience in the finance industry.

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