Matthew
Sathe
Crew Capital Management, LTD
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About this Advisor
Matthew Sathe is a financial advisor based in Cincinnati, Ohio. Sathe is an employee of Crew Capital Management, LTD. During their career, the advisor has held roles at Nationwide Investment Services Corporation, Mcf Advisors, LLC, Mcf Advisors LLC and Key Bridge Insurance Solutions. Sathe holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Ohio. Crew Capital Management, LTD is a firm with a branch in Cincinnati, Ohio. The company has offices in two locations and a total of seven advisors. It controls $164 million in assets under management among its 469 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 469 client accounts, 31% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The company offers a wide array 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 charged by financial advisors vary depending on which services the firm provides the client. Fees billed by Crew Capital Management, LTD can consist of some combination 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
Matthew Sathe Work History
Matthew has been registered as a financial advisor for 0 years.*
Key Bridge Insurance Solutions
Mcf Advisors LLC
Mcf Advisors, LLC
Nationwide Investment Services Corporation
*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 Matthew Sathe 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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