Crewe Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers. Financial planning was provided to 1,000 clients last fiscal year. The firm advises 1 private fund.
Crewe Advisors reports 759 clients. They include 303 high-net-worth individuals, 211 individual clients, and 173 corporations and other businesses. Of its assets, 99.7% ($3.04B across 1,973 accounts) are managed with discretion; $10.2M across 12 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 28% | 2% |
| High-net-worth individuals | 40% | 55% |
| Pooled investment vehicles | <1% | <1% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | 9% | 7% |
| Other client typesInsurance companies; Corporations and other businesses | 23% | 35% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 211 | $70.1M | 2.3% | $332K |
| High-net-worth individuals | 303 | $1.68B | 55.0% | $5.54M |
| Pooled investment vehicles | 1 | $21.8M | 0.7% | $21.8M |
| Pension and profit-sharing plans | Fewer than 5 | $1.62M | 0.1% | — |
| Charitable organizations | 71 | $220M | 7.2% | $3.1M |
| Insurance companies | Fewer than 5 | $8.91M | 0.3% | — |
| Corporations and other businesses | 173 | $1.05B | 34.4% | $6.07M |
| Total | 759 | $3.05B | 100% | — |
- Clients
- 211
- Regulatory AUM
- $70.1M
- AUM share
- 2.3%
- Avg. per client
- $332K
- Clients
- 303
- Regulatory AUM
- $1.68B
- AUM share
- 55.0%
- Avg. per client
- $5.54M
- Clients
- 1
- Regulatory AUM
- $21.8M
- AUM share
- 0.7%
- Avg. per client
- $21.8M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.62M
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- 71
- Regulatory AUM
- $220M
- AUM share
- 7.2%
- Avg. per client
- $3.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $8.91M
- AUM share
- 0.3%
- Avg. per client
- —
- Clients
- 173
- Regulatory AUM
- $1.05B
- AUM share
- 34.4%
- Avg. per client
- $6.07M
Total
- Clients
- 759
- Regulatory AUM
- $3.05B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 1000
Crewe Advisors charges 0.90%–1.20% a year for its Asset-based portfolio management. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Negotiated fixed fee of $6,000 to $150,000 for a financial plan, or a negotiated hourly fee of $250 to $500.
Crewe Advisory Partners, LLC owns 75% or more of Crewe Advisors and is in turn owned by Project Golf Acquisition, LLC (25–50%). The leadership team of Crewe Advisors includes President Jason Miller and Chief Compliance Officer Clare Pierce. It has 32 employees, 16 of them in advisory roles.
Leadership
- Jason MillerPresident and Chief Operating Officer
- Clare PierceChief Compliance Officer
- Ryan HallidayManaging Partner
- Daniel SuditPartner
Investment adviser representatives
26 representatives listed in the SEC register as of 9 October 2026.
- Ryan Jacob Anderson
- Michael Patrick Bennett
- Jared Len Cooksey
- James Franklin Davenport
- Ryan Paul Halliday
- Rylie Michelle Halliday
- Joshua Mark Hancock
- Nicholas Jones
- Joshua Clark Kunzler
- Ashley Ann Landon
- John Linel Larsen
- Tanner James McQuiston
- Cade Stewart Mellies
- Jason Richard Miller
- Jesse Thomas Mitchell
- Marshall Christian Nelson
- Corey T Pederson
- Jarrod Nicholaus Perry
- Travis McCann Peugnet
- Ryan Schlappi
- Darren Jay Siegrist
- Megan Nielsen Slatter
- Nicholas Owen Smith
- Daniel David Sudit
- Dustin Chad Thackeray
- Louise Goudy Willmering
Staff
- 32 employees
- 16 in advisory functions
- 18 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
- 1 soliciting firm
- Owns 75% or more of Crewe Advisors LLC
Crewe Advisory Partners, LLC
Control person · since June 2026
- Owns 25% to 50% of Crewe Advisory Partners, LLC
Project Golf Acquisition, LLC
Control person · since June 2026
- Owns 75% or more of Project Golf Acquisition, LLC
WPCG Aspire Holdings, LLC
Control person · since June 2026
- Owns 75% or more of WPCG Aspire Holdings, LLC
WPCG Aspire, LLC
Control person · since June 2026
- Owns 75% or more of WPCG Aspire, LLC
Aspire Holdings, LLC
Control person · since June 2026
Ryan Halliday
Elected manager · Control person · since June 2026
Louise Willmering
Elected manager · Control person · since June 2026
Jason Miller
Elected manager · Control person · since June 2026
Nicholas Trepp
Elected manager · Control person · since June 2026
Rylie Halliday
Elected manager · Control person · since June 2026
Crewe Advisors’ regulatory assets grew 4.2× from $719M (March 2021) to $3.05B (August 2026); clients rose from 223 to 759 and employees from 12 to 32.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $3.05B | 759 | 32 | 2 |
| June 2025 | $2.51B | 652 | 30 | 2 |
| June 2024 | $1.62B | 353 | 24 | 2 |
| March 2023 | $1.29B | 352 | 20 | 2 |
| March 2022 | $1.09B | 193 | 17 | 2 |
| March 2021 | $719M | 223 | 12 | 1 |
Besides its headquarters, Crewe Advisors has 1 office, with 2 listed addresses in Arizona and Utah.
Arizona · 1 listed address
- 16100 N. 71st Street, Scottsdale
Utah · 1 listed address
- 650 S. Main Street, Suite 700, Salt Lake CityHQ
Contact and registration details
- Legal name
- Crewe Advisors LLC
- Headquarters
- 650 S. Main Street, Suite 700, Salt Lake City, UT 84101
- Website
- crewe.com
- Phone
- 385-355-2700
- @crewe-advisors
- SEC file
- 801-80723
- Structure
- Utah LLC
- Fiscal year end
- December
Crewe Advisors uses Charles Schwab ($2.29B, 84%) and Fidelity ($424M, 16%) as custodians for its separately managed accounts. Crewe Advisors has custody of $1.02B in client assets for 601 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $2.29B84%
- FidelityFidelity Distributors Company LLC · Smithfield, RI · $424M16%
At year end, Crewe Advisors’ separately managed accounts were mostly in funds (62%) and stocks (32%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.38B across 1,135 positions; the largest are iShares TR (11.7%), Pacs Group Inc. (10.2%) and iShares TR (5.8%).
What the accounts hold
- Stocks32%
- Exchange-traded equities31%
- Non-exchange-traded equities1%
- Funds62%
- Registered funds53%
- Pooled vehicles9%
- Bonds5%
- State and local bonds3%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash1%
Reported 13F holdings
- $1.38B
- Reported 13F value
- 1,135
- Positions
- 54.3%
- In the 10 largest
- +17.8%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF11.7%
- Pacs Group Inc. · Com Shs10.2%
- iShares TR · Core S&P Mcp ETF5.8%
- State Str SPDR S&P 500 ETF T · TR Unit5.7%
- iShares TR · Core MSCI Eafe4.6%
- Vanguard BD Index Fds · Total Bnd Mrkt3.7%
- Vanguard World FD · Esg US Stk ETF3.5%
- Dbx ETF TR · Xtrack MSCI Eafe3.1%
- Pgim ETF TR · Pgim Ultra SH BD3.0%
- Berkshire Hathaway Inc. Del · CL A3.0%
Together, the ten largest are 54.3% of reported value.
How many clients does Crewe Advisors have?
Crewe Advisors has 759 clients and manages $3.05 billion for them, as of August 2026. They include 303 high-net-worth individuals, 211 individual clients, and 173 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 August 2026
What services does Crewe Advisors offer?
Crewe Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Crewe Advisors charge?
Crewe Advisors charges 0.90%–1.20% a year for its Asset-based portfolio management. The fee is billed in arrears and is negotiable.
Source: CREWE ADVISORS FORM ADV PART 2A BROCHURE, filed 17 July 2026
Which custodians does Crewe Advisors use?
Crewe Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $2.29B and Fidelity Distributors Company LLC (Smithfield, RI), with $424M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 August 2026
How many financial advisors does Crewe Advisors have?
Crewe Advisors has 18 investment adviser representatives registered with state securities authorities, out of 32 employees, and 16 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are 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 Crewe Advisors invest in?
At the end of its last fiscal year, Crewe Advisors’ separately managed accounts held 53% registered funds (mutual funds, ETFs, BDCs), 31% exchange-traded equities, 9% pooled vehicles (private funds and similar), 3% state and local bonds, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% cash and equivalents. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Crewe Advisors?
Crewe Advisors is owned through a chain of holding companies by Aspire Holdings, LLC. Its direct owner is Crewe Advisory Partners, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 August 2026
How does Crewe Advisors get paid?
Crewe Advisors is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Crewe Advisors registered with the SEC?
Yes, Crewe Advisors has been registered with the SEC as an investment adviser since 2 January 2015. Its CRD number is 173920 and its SEC file number is 801-80723.
Source: Form ADV Part 1A, Item 1, filed 25 August 2026; IAPD firm record
How do I contact Crewe Advisors?
Crewe Advisors’ main office is at 650 S. Main Street, Suite 700, Salt Lake City, UT 84101. Its phone number is 385-355-2700. Its website is crewe.com.