# Adam Croll

> Adam Croll is a fee-only financial advisor at Crew Capital in Cincinnati, Ohio. Adam charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/adam-croll/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Crew Capital
- **Based in:** Cincinnati, Ohio
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $235.4M across 539 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2735513 (https://adviserinfo.sec.gov/individual/summary/2735513)
- **SEC registration:** Investment adviser representative in DC
- **Exams passed:** Series 66 (2016)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.crewcapital.com

## Frequently asked questions

### Is Adam Croll a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Crew Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam charges a percentage of assets.

### Where is Adam Croll based?

Adam Croll is based in Cincinnati, Ohio.

### What does Adam specialize in?

Adam's specialties include retirement planning, estate & legacy planning and tax planning. Adam works with retirees and pre-retirees.

### Is Adam Croll registered with the SEC?

Yes. Adam Croll is registered as an investment adviser representative in DC (CRD 2735513), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Crew Capital manage?

Crew Capital reports $235.4M across 539 accounts in assets under management.

### How do I contact Adam Croll?

Through Adam's website, www.crewcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2735513): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://crewcapital.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.