# Robert Jung

> Robert Jung is a fee-only financial advisor at Crew Capital in Cincinnati, Ohio, who holds the CFA credential. Robert charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/robert-jung/
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
- **Credentials:** CFA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2080426 (https://adviserinfo.sec.gov/individual/summary/2080426)
- **SEC registration:** Investment adviser representative in KY, OH, TX
- **Exams passed:** Series 63 (1990), Series 66 (1998)
- **Firm size:** 7 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.crewcapital.com

## Frequently asked questions

### Is Robert Jung a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?

Robert charges a percentage of assets.

### Where is Robert Jung based?

Robert Jung is based in Cincinnati, Ohio.

### What does Robert specialize in?

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

### What credentials does Robert Jung hold?

Robert Jung holds the CFA credential.

### Is Robert Jung registered with the SEC?

Yes. Robert Jung is registered as an investment adviser representative in KY, OH and TX (CRD 2080426), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Crew Capital manage?

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

### How do I contact Robert Jung?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2080426): 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.