Crew Capital Management, Ltd.

Overview

Crew Capital Management, Ltd. is an SEC registered investment adviser based in Cincinnati, OH, registered since 2003. It reports $235M in assets under management across 539 accounts, with 7 employees. It has 6 investment adviser representatives.

Reported AUM

$235M

Discretionary

100%

Accounts

539

Average account

$437K

Employees

7

Advisory reps

6

Registered since

2003

Jurisdictions

10

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Robert Frederick Jung Managing Director, Chief Compliance Officer CRD 2080426
• Matthew Ashley Swendiman Chief Compliance Officer CRD 2849367

Advisory reps 3 of 6

• Tyler M Almeida Insurance Agent · Investment Adviser Rep CRD 5360762
• Peter Paul Baden Investment Adviser Rep CRD 2184899
• Rick B Bell Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5296037

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

4030 Smith Rd Ste 200
Cincinnati, OH 45209

County

Hamilton

Metro area

Cincinnati, OH-KY-IN

Region

Midwest

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: crewcapital.com

Every state, with registration dates

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