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CREW CAPITAL MANAGEMENT, LTD.

CINCINNATI, OH · CRD 125402 · IAPD ↗ · 513-245-2620

$235.4MRegulatory AUM
7Advisory reps
7Employees
0Clients
51-100Planning clients
0Private funds
10States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
March 2026 — CREW CAPITAL MANAGEMENT, LTD. notice-filed in CA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
December 2025 — CREW CAPITAL MANAGEMENT, LTD. notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2025 — CREW CAPITAL MANAGEMENT, LTD. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2025 — CREW CAPITAL MANAGEMENT, LTD. reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
November 2024 — CREW CAPITAL MANAGEMENT, LTD. now reports custody of client assets ($39.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
July 2024 — CREW CAPITAL MANAGEMENT, LTD. added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
June 2024 — CREW CAPITAL MANAGEMENT, LTD. notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2024 — CREW CAPITAL MANAGEMENT, LTD. reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
February 2024 — CREW CAPITAL MANAGEMENT, LTD. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.