Peter Baden
Crew Capital · Cincinnati, Ohio
Peter Baden is a fee-only financial advisor at Crew Capital in Cincinnati, Ohio, who holds the CFA credential. Peter 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 2184899 |
| Exams passed | Series 63 (2005) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.crewcapital.com |
How Peter'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 Peter
Is Peter Baden a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter 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 Peter charge for financial advice?
Peter charges a percentage of assets.
Where is Peter Baden based?
Peter Baden is based in Cincinnati, Ohio.
What does Peter specialize in?
Peter's specialties include retirement planning, estate & legacy planning and tax planning. Peter works with retirees and pre-retirees.
What credentials does Peter Baden hold?
Peter Baden holds the CFA credential.
Is Peter Baden registered with the SEC?
Yes. Peter Baden is registered as an investment adviser representative in OH (CRD 2184899), 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 Peter Baden?
Through Peter'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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