Adam
Croll
Crew Capital Management, LTD
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About this Advisor
Adam Croll is a financial advisor working out of Cincinnati, Ohio with 2 years of relevant experience. Croll is on the advisory team at Crew Capital Management, LTD. The advisor has gained experience at Cambridge Investment Research, Inc, Legacy Financial, Fortigent, LLC, Vestmark Inc, Clarion Wealth Management Partners and F/M Investments, LLC. Croll maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in District Of Columbia. Crew Capital Management, LTD is an advisory firm with a branch in Cincinnati, Ohio. The investment advisory business has offices in two locations and a total of seven people on staff. It controls $164 million in assets under management across its 469 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 469 customer accounts, 31% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Crew Capital Management, LTD has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice usually are based on which services the firm provides the client. However, fees charged by Crew Capital Management, LTD can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crew Capital Management, LTD Brokerage Details
$164,288,713
7
469
$350,296
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Adam Croll Work History
Adam has been registered as a financial advisor for 2 years.*
F/M Investments, LLC
Vestmark Inc
Clarion Wealth Management Partners
Cambridge Investment Research, Inc
Legacy Financial
Fortigent, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Croll to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Crew Capital Management, LTD
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Covington, KY
Cincinnati, OH
Cincinnati, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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