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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-05-2006
- Office Locations
- 4
Office Locations
About Crew Capital Management, Ltd.
Crew Capital Management is a fee-only, fiduciary RIA serving individuals and families with goal-based financial planning, retirement and estate planning, and risk/insurance guidance. The firm emphasizes transparent, jargon-free advice and manages portfolios that lean heavily on ETFs alongside investment-grade bonds and public funds, with a focus on long-term legacy planning.
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Accredited Investors
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Investment Themes
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Owner & Executives
ROBERT FREDERICK JUNG
MANAGING DIRECTOR
- CRD
- #2080426
- Ownership
- Less than 5%
MATTHEW ASHLEY SWENDIMAN
Chief Compliance Officer, Financial Advisor
- CRD
- #2849367
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Tyler M Almeida
--
- CRD
- #5360762
PETER PAUL BADEN
Portfolio Manager
- CRD
- #2184899
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $235,415,875 | $436,764 |
| Non-Discretionary | $0 | -- |
| Total | $235,415,875 | $436,764 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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