Investment adviser · CRD 8052
CREWS & ASSOCIATES, INC.
Investment adviser filing (IA)
LITTLE ROCK, AR, United States · Form ADV filed Aug 19, 2026
- Regulatory AUM
- $181M Form ADV · Item 5.F
- Client accounts
- 336 Accounts, not individual clients
- Employees
- 145 Reported in this filing
- Advisory professionals
- 18 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 49 | $98,631,834 | 54.5% |
| Individuals | 277 | $64,320,338 | 35.5% |
| Charities | 6 | $12,520,074 | 6.9% |
| Corporations & businesses | 3 | $5,026,584 | 2.8% |
| Insurance companies | 1 | $588,473 | 0.3% |
Filing source
Form ADV 2126986 · Aug 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
4007 N RODNEY PARHAM ROADLITTLE ROCK, AR, 72212, United States
CRD 8052
Filing source
Form ADV 2126986 · Aug 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.