SourcingSourcing

CREWE ADVISORS LLC

C20
CRD 173920·SEC 801-80723·SALT LAKE CITY, UT
AUM
$3.05B
$1B+
Est. Revenue
$30.5M
@ 1% on AUM
Est. EBITDA
$9.2M
@ 30% margin
Est. Deal Value
$73.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CREWE ADVISORS LLC
CRD
173920
SEC file #
801-80723
EIN
472675165
DBA names
Crewe Advisors

Economics

AUM
$3.05B
AUM band
$1B+
AUM trajectory
'20'26
$696.8M → $3.05B▲ +338%
Client mix
Individuals High Net Worth303
Individuals Other211
Corporations173
Charitable Organizations71
Pooled Investment Vehicles1

Operations

Employees (total)
32
Advisory staff (per ADV)
16
Advisory staff (5-yr trend)
'20'26
7 advisors → 16 advisors▲ +129%
Primary office
SALT LAKE CITY UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
04/03/2026
ADV-W filed at
—
Website
crewe.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HH2007, LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
HH2007, LLC
PINHIGH, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CREWE.COM
Rdap Domain Creation Date
1997-08-14T04:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001730033
Edgar Registered
Yes
Edgar Filing Count
39
Edgar First Filing Date
2018-02-09
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
34
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001730033-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
8
Bc Firm Active IA Count
26
Bc Firm IAR Count
26
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
650 S. MAIN STREETSUITE 700SALT LAKE CITY, UT 84101
Business
650 S. MAIN STREETSUITE 700SALT LAKE CITY, UT 84101
Edgar EIN
472675165
Edgar Recent Filings
13F-HR2026-05-07 · 0001730033-26-000002
13F-HR2026-01-16 · 0001730033-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-13T04:00:00Z
Rdap Domain Last Changed
2025-08-13T18:02:44Z
Rdap Nameservers
Pdns09.domaincontrol.comPdns10.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (27)

27
SUDIT, DANIEL, DAVID
IAR · Executive Officer · 2.5%
4178576
HALLIDAY, RYAN, PAUL
IAR · Executive Officer · 2.5%
4033864
MILLER, JASON, RICHARD
IAR · Executive Officer · 2.5%
4678356
NELSON, HAYLEY, NICOLE
Executive Officer · 2.5%
2548469
Rylie Michelle Halliday
IAR
7328219
LOUISE GOUDY WILLMERING
IAR
2185274
DUSTIN CHAD THACKERAY
IAR
4878110
Jesse Thomas Mitchell
IAR
7299786
Luther Eston Woodard
IAR
6575571
ASHLEY ANN LANDON
IAR
6298237
Marshall Christian Nelson
IAR
6645340
Joshua Clark Kunzler
IAR
7962065
MEGAN NIELSEN SLATTER
IAR
6111617
NICHOLAS OWEN SMITH
IAR
6567141
MICHAEL PATRICK BENNETT
IAR
5408084
John Linel Larsen
IAR
8200176
Cade Stewart Mellies
IAR
6661420
Ryan Schlappi
IAR
5568244
JARROD Nicholaus PERRY
IAR
4290879
Joshua Mark Hancock
IAR
7682108
RYAN JACOB ANDERSON
IAR
7256560
JAMES FRANKLIN DAVENPORT
IAR
2872276
COREY T PEDERSON
IAR
5530646
Travis McCann Peugnet
IAR
6619978
NICHOLAS JONES
IAR
6907025
Darren Jay Siegrist
IAR
6850810
TANNER JAMES MCQUISTON
IAR
7180279