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CREWS & ASSOCIATES, INC.

LITTLE ROCK, AR · CRD 8052 · IAPD ↗ · 501-907-2000

$181.1MRegulatory AUM
18Advisory reps
145Employees
0Clients
0Planning clients
0Private funds
19States
20Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — CREWS & ASSOCIATES, INC. added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
December 2025 — CREWS & ASSOCIATES, INC. notice-filed in MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — CREWS & ASSOCIATES, INC. shrank from 20 to 16 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
42
June 2025 — CREWS & ASSOCIATES, INC. notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
May 2025 — CREWS & ASSOCIATES, INC. notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
April 2025 — CREWS & ASSOCIATES, INC. notice-filed in NJ, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — CREWS & ASSOCIATES, INC. reported RAUM up 33% ($112.4M -> $149.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
69
April 2025 — CREWS & ASSOCIATES, INC. grew from 16 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2024 — CREWS & ASSOCIATES, INC. added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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