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CREWE ADVISORS
Legal name: CREWE ADVISORS LLC
CRD 173920File 801-80723
APPROVED
Retail clients
Custody
Filing as of Aug 25, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.CREWE.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 30 | 32 | increased by2 |
| Apr 1, 2026 | Clients | 652 | 759 | increased by107 |
| Apr 1, 2026 | AUM | $2,512,342,970 | $3,050,592,310 | increased by$538,249,340 |
| Apr 1, 2026 | Accounts | 1,711 | 1,985 | increased by274 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 30 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 193 | 652 | increased by459 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,085,834,699 | $2,512,342,970 | increased by$1,426,508,271 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 781 | 1,711 | increased by930 |
| Apr 1, 2022 | Employees | 12 | 17 | increased by5 |
| Apr 1, 2022 | Clients | 223 | 193 | decreased by30 |
| Apr 1, 2022 | AUM | $719,026,818 | $1,085,834,699 | increased by$366,807,881 |
| Apr 1, 2022 | Accounts | 519 | 781 | increased by262 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CREWE ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CREWE ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.