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CREWS & ASSOCIATES, INC.
CRD 8052File 801-128827
APPROVED
Retail clients
Disclosure events
Filing as of Aug 19, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.CREWSFS.COM/
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $149,386,233 | $181,087,303 | increased by$31,701,070 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 130 | 145 | increased by15 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CREWS ASSOCIATES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CREWS ASSOCIATES” 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.