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CREWS & ASSOCIATES, INC.
CRD 8052File 801-128827
APPROVED
Retail clients
Disclosure events
Filing as of Jul 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$181.1M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $181.1M
Clients
336
336 accounts
Employees
145
Below cohort median in AR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Oct 10, 2023
- Principal office
- 4007 N RODNEY PARHAM ROAD, LITTLE ROCK, AR, 72212
- Phone
- 501-907-2000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $181.1M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $181.1M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 336
- Total accounts
- 336
- AUM per client
- $539K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $5.0M |
| Insurance companies | 1 | $588K |
| Charitable organizations | 6 | $12.5M |
| High net worth individuals | 49 | $98.6M |
| Individuals (other than high net worth individuals) | 277 | $64.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- 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 11- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11E2
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.