Crow Financial Advisors

CRD#114077
Investment Advisor Firm

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Learn more about Crow Financial Advisors

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Crow Financial Advisors is a financial advisor firm based in Albuquerque, New Mexico. The firm has $119.1 million in assets throughout 582 customer accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). It has a small team, including 2 financial advisors. Crow Financial Advisors is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are tradable financial assets such as bonds, equities and options.

    Crow Financial Advisors oversees all of its accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make transaction decisions for the client's account without needing to seek client authorization. The investment advisory firm oversees an average of $204,614 for each account. The typical financial advisor at Crow Financial Advisors oversees about 291 client accounts.

    The company's headquarters is located at 8210 Louisiana Blvd Ne, Albuquerque, New Mexico 87113. The firm is legally permitted to provide services to investors throughout a few states, including Colorado, Illinois and New Mexico.

    Assets Under Management

    $119.1 million

    Number of Advisors

    2

    Disclosures

    No

    Office Location

    8210 Louisiana Blvd Ne
    Albuquerque, NM 87113

    Crow Financial Advisors by the Numbers

    Total Assets Under Management

    $119.1 million

    National Average: $8.6 billion
    Total Number of Employees

    3

    National Average: 64
    Total Number of Accounts

    582

    National Average: 375,227
    Average Account Size

    $204.6 thousand

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors typically are based on which service is offered. Fee types billed by the company may include any blend of the following fee types: asset-based or hourly. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    Crow Financial Advisors caters to retail investors, high net worth investors and charitable organizations. Out of its 582 clients, Crow Financial Advisors's largest client by number of accounts is retail investors, though it also manages money for 31 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are non-U.S. persons.

    • High-Net-Worth Individuals* - 11.27%
    • Other Individuals - 88%
    • Corporations - 0%
    • Charitable Organizations - 0.73%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Crow Financial Advisors does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Crow Financial Advisors

    Christian Williams
    Albuquerque, NM
    Thomas Crow
    Albuquerque, NM

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