Crawford, Gregory Jason provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Crawford, Gregory Jason reports 140 clients. They include 97 individual clients and 43 high-net-worth individuals. Of its assets, 100.0% ($172M across 378 accounts) are managed with discretion. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 21% |
| High-net-worth individuals | 31% | 79% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 97 | $35.4M | 20.7% | $365K |
| High-net-worth individuals | 43 | $136M | 79.3% | $3.17M |
| Total | 140 | $172M | 100% | $1.23M |
- Clients
- 97
- Regulatory AUM
- $35.4M
- AUM share
- 20.7%
- Avg. per client
- $365K
- Clients
- 43
- Regulatory AUM
- $136M
- AUM share
- 79.3%
- Avg. per client
- $3.17M
Total
- Clients
- 140
- Regulatory AUM
- $172M
- AUM share
- 100%
- Avg. per client
- $1.23M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Crawford, Gregory Jason charges 0.80%–1.00% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Annual flat fee retainer
- An annual flat fee retainer of $2,000 to $4,000, based on the client needs, billed quarterly in advance and negotiable.
- Financial planning
- Hourly financial planning fees are $220 an hour, paid in arrears on completion.
Gregory Crawford owns 75% or more of Crawford, Gregory Jason. The leadership team of Crawford, Gregory Jason includes Chief Compliance Officer Gregory Crawford. It has 2 employees, 1 of them in advisory roles.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Crawford, Gregory Jason
Gregory Crawford
Control person · since October 1984
Crawford, Gregory Jason’s regulatory assets grew 1.6× from $109M (April 2022) to $172M (February 2026); clients were 140 in both filings and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $172M | 140 | 2 | 1 |
| Feb 2025February 2025 | $165M | 141 | 2 | 1 |
| Mar 2024March 2024 | $132M | 146 | 2 | 1 |
| Apr 2023April 2023 | $111M | 146 | 2 | 1 |
| Apr 2022April 2022 | $109M | 137 | 2 | 1 |
Besides its headquarters, Crawford, Gregory Jason has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 3501 Coffee Road, Suite 6, ModestoHQ
Contact and registration details
- Legal name
- Crawford, Gregory Jason
- Headquarters
- 3501 Coffee Road, Suite 6, Modesto, CA 95355
- Website
- crawfordfp.com
- Phone
- 209-571-0111
- SEC file
- 801-123570
- Structure
- California sole proprietorship
- Fiscal year end
- December
Crawford, Gregory Jason’s named custodian for separately managed accounts is Charles Schwab ($172M). Crawford, Gregory Jason does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $172M100%
At year end, Crawford, Gregory Jason’s separately managed accounts were mostly in funds (86%).
What the accounts hold
- Stocks7%
- Funds86%
- Cash7%
How many clients does Crawford, Gregory Jason have?
Crawford, Gregory Jason has 140 clients and manages $172 million for them, as of February 2026. They include 97 individual clients and 43 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 February 2026
What services does Crawford, Gregory Jason offer?
Crawford, Gregory Jason provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Crawford, Gregory Jason charge?
Crawford, Gregory Jason charges 0.80%–1.00% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable.
Source: ADV2A, filed 18 February 2026
Which custodians does Crawford, Gregory Jason use?
Crawford, Gregory Jason’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $172M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 February 2026
How many financial advisors does Crawford, Gregory Jason have?
Crawford, Gregory Jason has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Crawford, Gregory Jason invest in?
At the end of its last fiscal year, Crawford, Gregory Jason’s separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities and 7% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Crawford, Gregory Jason?
Crawford, Gregory Jason’s direct owner is Gregory Crawford (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 February 2026
How does Crawford, Gregory Jason get paid?
Crawford, Gregory Jason is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Crawford, Gregory Jason?
Crawford, Gregory Jason’s main office is at 3501 Coffee Road, Suite 6, Modesto, CA 95355. Its phone number is 209-571-0111. Its website is crawfordfp.com.