CREW CAPITAL MANAGEMENT, LTD.
B52
CRD 125402·SEC 801-119376·CINCINNATI, OH
AUM
$235.4M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$706K
@ 30% margin
Est. Deal Value
$5.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'21 · $158.8M
'22 · $183.0M
'23 · $203.3M
'25 · $216.4M
'26 · $235.4M
'21'26
$158.8M → $235.4M▲ +48%
Operations
Advisory staff (5-yr trend)
'21 · 5 advisors
'22 · 5 advisors
'23 · 5 advisors
'25 · 8 advisors
'26 · 7 advisors
'21'26
5 advisors → 7 advisors▲ +40%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
4030 SMITH ROADSUITE 200CINCINNATI, OH 45209
Business
4030 SMITH ROADSUITE 200CINCINNATI, OH 45209
Edgar Recent Filings
13F-HR2026-04-22 · 0001835669-26-000004
13F-HR2026-01-16 · 0001835669-26-000002