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Elizabeth Crawford, portrait

Elizabeth Crawford

Chief Executive Officer at Sendero Wealth Management in San Antonio, TX

Investment adviser registrationUpdated

Elizabeth Crawford is Chief Executive Officer of Sendero Wealth Management, LLC, an investment adviser managing $6.51B, and works from its San Antonio, TX office. Elizabeth Crawford has been registered as an investment adviser representative through Sendero Wealth Management since 22 May 2012, has 14 years in the industry across 1 firm and has passed the Series 65.

14
Years in industry
14
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 21 October 2026SEC record

Career

Elizabeth Crawford has been Chief Executive Officer of Sendero Wealth Management since August 2017, is a control person of the firm and directly owns under 5% of it.

Sendero Wealth Management, LLC is a San Antonio, TX firm with $6.51B under management, 369 clients and 19 advisers across 3 offices, as of its March 2026 filing.

Elizabeth Flavin Crawford is Partner and Chief Executive Officer of Sendero Wealth Management, LLC. She has been a partner of the firm since joining in 2012 as Managing Director and was named CEO in 2017. As Chief Executive Officer she is responsible for implementing the strategic vision of the firm. She has been in the asset management business for over 28 years.

  1. – present · 14 years
    San Antonio, TX · Adviser representative · Firm CRD 145594

Credentials and registrations

Investment adviser representative registrations

Elizabeth Crawford is registered as an investment adviser representative in Texas, since May 2012.

  • TexasSince 22 May 2012

Examinations

Series 6521 May 2012
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Elizabeth Flavin Crawford
CRD
3235803
Firm
Sendero Wealth Management · CRD 145594
Role
Chief Executive Officer
Office
250 W. NOTTINGHAM, SUITE 300, San Antonio, TX 78209
Registration
Investment adviser registration
In the industry since
May 2012
Disciplinary history
Not yet shown here · SEC record
Firm bio
sendero.com

Common questions

Where does Elizabeth Crawford work?

Elizabeth Crawford has been Chief Executive Officer of Sendero Wealth Management, LLC since August 2017, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 26 March 2026

Is Elizabeth Crawford a financial advisor?

Yes. Elizabeth Crawford has a current investment-adviser registration in Texas, through Sendero Wealth Management since May 2012.

Source: IAPD individual record, checked 21 October 2026

How many years of experience does Elizabeth Crawford have?

Elizabeth Crawford has 14 years in the financial industry, since May 2012, across 1 adviser firm.

Source: IAPD individual record, checked 21 October 2026

What exams has Elizabeth Crawford passed?

Elizabeth Crawford passed the Series 65 in May 2012.

Source: IAPD individual record, checked 21 October 2026

Where is Elizabeth Crawford based?

Elizabeth Crawford’s registered office is in San Antonio, TX.

Source: IAPD individual record, checked 21 October 2026

Is Elizabeth Crawford registered with FINRA?

No. Elizabeth Crawford has no current broker registration.

Source: IAPD individual record, checked 21 October 2026

How can I verify Elizabeth Crawford’s record?

Search CRD 3235803 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elizabeth Crawford’s full registration record.

Source: IAPD individual record, checked 21 October 2026

Leadership at Sendero Wealth Management

Sources

  1. IAPD individual record, CRD 3235803, checked 21 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Sendero Wealth Management, LLC, filed 26 March 2026. Title, control and ownership bands.
  3. Sendero Wealth Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.