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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Crew Capital Management have?","answer":"Crew Capital Management has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Crew Capital Management invest in?","answer":"At the end of its last fiscal year, Crew Capital Management’s separately managed accounts held 77% exchange-traded equities, 13% investment grade corporate bonds, 5% derivatives, 3% U.S. government and agency bonds, 1% cash and equivalents and 1% other. 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