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CREWE ADVISORS
Legal name: CREWE ADVISORS LLC
CRD 173920File 801-80723
APPROVED
Retail clients
Custody
Filing as of Jul 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.05B
Top 25% of cohort (national)
Discretionary AUM
$3.04B
Non-discretionary $10.2M
Clients
759
1,985 accounts
Employees
32
Top 10% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 2, 2015
- Principal office
- 650 S. MAIN STREET, SUITE 700, SALT LAKE CITY, UT, 84101
- Phone
- 385-355-2700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.05B
- Discretionary AUM
- $3.04B
- Non-discretionary AUM
- $10.2M
- Discretionary accounts
- 1,973
- Non-discretionary accounts
- 12
- Total accounts
- 1,985
- AUM per client
- $4.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 173 | $1.05B |
| Insurance companies | Fewer than 5 | $8.9M |
| Charitable organizations | 71 | $219.9M |
| High net worth individuals | 303 | $1.68B |
| Pooled investment vehicles | 1 | $21.8M |
| Pension and profit sharing plans | Fewer than 5 | $1.6M |
| Individuals (other than high net worth individuals) | 211 | $70.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.