Rick Bell
Investment Adviser Representative at CREW Capital Management, Ltd.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Rick Bell is an investment adviser representative in Cincinnati, OH, currently registered with CREW Capital Management, Ltd. and F/m Investments LLC. They have worked in the securities industry since 2007 and were previously registered with ROSS, Sinclaire & Associates, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Ohio.
Registrations & licenses
- Investment adviser:
- Ohio
- Broker:
1 state or territory
Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- ROSS, Sinclaire & Associates, LLCDec 2006 – Jun 2020Cincinnati, OH
- Crew Capital Management, Ltd.Jul 2020 – no end date reportedCincinnati, OH
- F/m Investments LLCJul 2020 – no end date reportedCincinnati, OH
- FNEX Capital, LLCJun 2024 – no end date reportedIndianapolis, IN
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CREW Capital Management, Ltd.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $250,000 (waivable)
- First $500,0001.25%
- $500,001 to $1,000,0001.00%
- $1,000,001 to $5,000,0000.75%
- Over $5,000,0000.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Cincinnati, OH
- SEC file number:
- 801-119376
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 23, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rick Bell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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