Crew Capital Management, Ltd.

Crew Capital Management, Ltd. (CRD# 125402) is a financial advisory firm headquartered in , . They manage $164,288,713 in 469 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    164
    MILLION
  • Total Number of Accounts
    469
    ACCOUNTS
  • Average Account Value
    $350,296
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, FL, KY, OH, TN, TX

Financial Advisors at Crew Capital Management, Ltd.
Showing 1 - 7 of 7 top financial advisors.
1
Peter P. Baden
CRD#: 2184899
700 Walnut Street, Suite 600, Cincinnati, OH 45202

Peter Baden (CRD# 2184899) is an Investment Advisor Representative working at Crew Capital Management, Ltd. in Cincinnati, OH and has over 18 years of experience in the finance industry.

2
Rick B. Bell
CRD#: 5296037
31 Innovation Alley, Suite G, Covington, KY 41011

Rick Bell (CRD# 5296037) is an Investment Advisor Representative working at Crew Capital Management, Ltd. in Covington, KY and has over 16 years of experience in the finance industry.

3
Adam V. Croll
CRD#: 2735513
Cincinnati, OH

Adam Croll (CRD# 2735513) is an Investment Advisor Representative working at Crew Capital Management, Ltd. in Cincinnati, OH and has over 7 years of experience in the finance industry.

4
Robert F. Jung
CRD#: 2080426
Cincinnati, OH

Robert Jung (CRD# 2080426) is an Investment Advisor Representative working at Crew Capital Management, Ltd. in Cincinnati, OH and has over 33 years of experience in the finance industry.

5
Matthew A. Swendiman
CRD#: 2849367
Cincinnati, OH

Matthew Swendiman (CRD# 2849367) is an Investment Advisor Representative working at Crew Capital Management, Ltd. in Cincinnati, OH and has over 22 years of experience in the finance industry.

6
Andrew Jung
CRD#: 7218858
Cincinnati, OH

Andrew Jung (CRD# 7218858) is an Investment Advisor Representative working at Crew Capital Management, Ltd. in Cincinnati, OH and has 1 year of experience in the finance industry.

7
Daniel A. Schneider
CRD#: 6632887
Cincinnati, OH

Daniel Schneider (CRD# 6632887) is an Investment Advisor Representative working at Crew Capital Management, Ltd. in Cincinnati, OH and has over 5 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.