Andrew Jung
Crew Capital · Cincinnati, Ohio
Andrew Jung is a fee-only financial advisor at Crew Capital in Cincinnati, Ohio, who holds the CFA credential. Andrew 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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OH · CRD 7218858 |
| Exams passed | Series 65 (2023) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.crewcapital.com |
| Profile |
How Andrew'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 Andrew
Is Andrew Jung a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew 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 Andrew charge for financial advice?
Andrew charges a percentage of assets.
Where is Andrew Jung based?
Andrew Jung is based in Cincinnati, Ohio.
What does Andrew specialize in?
Andrew's specialties include retirement planning, estate & legacy planning and tax planning. Andrew works with retirees and pre-retirees.
What credentials does Andrew Jung hold?
Andrew Jung holds the CFA credential.
Is Andrew Jung registered with the SEC?
Yes. Andrew Jung is registered as an investment adviser representative in OH (CRD 7218858), 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 Andrew Jung?
Through Andrew'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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