Crewe Advisors

Overview

Crewe Advisors is an SEC registered investment adviser based in Salt Lake City, UT, registered since 2015. It reports $3.1B in assets under management across 1,985 accounts, with 32 employees. It has 25 investment adviser representatives.

Reported AUM

$3.1B

Discretionary

100%

Accounts

1,985

Average account

$1.5M

Employees

32

Advisory reps

25

Registered since

2015

Jurisdictions

10

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 4

• Jason Richard Miller President, Chief Operating Officer CRD 4678356
• Clare K Pierce Chief Compliance Officer CRD 1822394
• Daniel David Sudit Chief Compliance Officer, Partner CRD 4178576

1 more executive officer, with direct contact details

Advisory reps 3 of 25

• Ryan Jacob Anderson Investment Adviser Rep CRD 7256560
• Michael Patrick Bennett Registered Rep · Investment Adviser Rep CRD 5408084
• James F Davenport Insurance Agent · Investment Adviser Rep CRD 2872276

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

Location

Headquarters

650 S Main St Ste 700
Salt Lake City, UT 84101

County

Salt Lake

Metro area

Salt Lake City, UT

Region

West

Registrations

• SEC registered
• Registered in 10 jurisdictions

Every state, with registration dates

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