Robert Jung
Crew Capital · Cincinnati, Ohio
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.
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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 KY, OH, TX · CRD 2080426 |
| Exams passed | Series 63 (1990) · Series 66 (1998) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.crewcapital.com |
How Robert'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 Robert
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.
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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