CREWE ADVISORS
SEC RegisteredInvestment banking for your business. Wealth management for your life.
About the firm
Crewe is a financial firm established in 2011, headquartered in Salt Lake City, comprising Crewe Capital (an investment bank specializing in mergers and acquisitions) and Crewe Advisors (an SEC-registered investment advisor offering comprehensive, fiduciary wealth management services). The firm also operates Crewe Foundation, which supports families and individuals in establishing and administering private foundations and philanthropic vehicles.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment banking services including sell-side M&A, buy-side M&A, capital raise, private fund group, merchant banking, principal investing, real estate, secondaries, strategic advisory, and restructuring; private wealth management including customized investment management, comprehensive financial planning, and integrated family office services; and foundation services including governance, compliance, grantmaking, and operational infrastructure for private foundations and philanthropic vehicles.
Who they serve
Middle-market companies, entrepreneurs, financial sponsors, business owners, high-net-worth individuals and families, owners of privately held companies, and families and individuals seeking philanthropic support.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 211 | $70M |
| High Net Worth Individuals | 303 | $1.7B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $22M |
| State/Municipal Entities | 71 | — |
| Insurance Companies | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
26 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.20% |
| $1,000,001 - $5,000,000 | 1.00% |
| $5,000,001 and above | 0.90% |
Data as of April 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CREWE ADVISORS 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched