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CRAWFORD FINANCIAL PLANNING & CONSULTING
Legal name: CRAWFORD, GREGORY JASON
CRD 134936File 801-123570
APPROVED
Retail clients
Filing as of Feb 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$171.6M
Bottom 25% of cohort (national)
Discretionary AUM
$171.6M
Clients
140
378 accounts
Employees
2
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Sole Proprietorship
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 31, 2022
- Principal office
- 3501 COFFEE ROAD, SUITE 6, MODESTO, CA, 95355
- Phone
- 209-571-0111
- Website
- HTTP://CRAWFORDFP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $171.6M
- Discretionary AUM
- $171.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 378
- Non-discretionary accounts
- 0
- Total accounts
- 378
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 43 | $136.1M |
| Individuals (other than high net worth individuals) | 97 | $35.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.