Crow Holdings Capital
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Overview
Crow Holdings Capital is a financial advisor company based in Dallas, Texas. The company oversees $13.8 billion in total assets over 14 accounts, placing it among the largest investment advisory firms in the United States by assets under management (AUM). Crow Holdings Capital has a large team, including 79 financial advisors. Crow Holdings Capital does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments like equities, options and bonds.
Crow Holdings Capital manages all of the company's accounts on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make transaction judgments without requiring client approval. The investment advisory firm oversees roughly $986.6 million for each client account. An average financial advisor at Crow Holdings Capital administers fewer than one client account, placing it among the most individualized financial advisor firms in the country.
The firm's headquarters is located at 3819 Maple Ave, Dallas, Texas 75219-3913. It is legally registered to serve clients throughout a few states, including Massachusetts, New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Crow Holdings Capital by the Numbers
$13.8 billion
144
14
$986.6 million
Fee Structure
Fees charged by financial advisors typically depend on which services are offered. However, fee types charged by the company most likely consist of any blend of the following fee types: asset-based or performance-based. The company does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Crow Holdings Capital caters to pooled investment vehicles. Out of its 14 customers, Crow Holdings Capital's largest client type is pooled investment vehicles. None of its accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* 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 Holdings Capital does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Crow Holdings Capital
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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