Firm
Crew Capital
Cincinnati, Ohio
Fee-only
Crew Capital at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 5 advisors are listed here; 4 of 5 hold the CFA.
- Its Form ADV reports 7 employees and 203 individual clients, 60 of them high net worth.
- Its average account is about $437,000 (assets it manages divided by its 539 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Cincinnati, Ohio |
|---|---|
| Website | crewcapital.com |
| Phone | (513) 245-2620 |
Crew Capital fees
Crew Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $235 million |
| Individual clients | 143 |
| High-net-worth clients | 60 |
| Accounts managed | 539 |
| Employees | 7 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-119376) |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 125402 |