Adam Croll
Crew Capital · Cincinnati, Ohio
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Crew Capital |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model | Percentage of assets |
| Assets under management | $235.4M across 539 accounts |
| SEC registration | Investment adviser representative in DC · CRD 2735513 |
| Exams passed | Series 66 (2016) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.crewcapital.com |
How Adam's firm compares
- Crew Capital's average account is about $437,000, from its Form ADV (assets managed divided by 539 accounts).
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Questions about Adam
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Crew Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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