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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- ElementBridge peak +more
- Established Date
- 01-02-2015
- Office Locations
- 10
Office Locations
About Crewe Advisors
Crewe Advisors provides private wealth management for retail and institutional clients, backed by the broader Crewe platform that also includes an investment banking practice. Portfolios are ETF-heavy, with additional use of public and private funds plus municipal/government bonds. The firm supports investment planning and portfolio construction and works with major custodians like Schwab and Fidelity. Crewe also sponsors the CreweCup amateur match-play golf event.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RYAN PAUL HALLIDAY
Managing Partner
- CRD
- #4033864
- Ownership
- Less than 5%
JASON RICHARD MILLER
Advisor, CHIEF OPERATING OFFICER, President
- CRD
- #4678356
- Ownership
- Less than 5%
Peak alpha
Eagle bridge
- CRD
- #36272
- Ownership
- 24.3%
Showing 2 of 4 owners & executives
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RYAN JACOB ANDERSON
Private Wealth Advisor
- CRD
- #7256560
MICHAEL PATRICK BENNETT
Partner
- CRD
- #5408084
Value value
Vertex legacy
- CRD
- #77875
Showing 2 of 31 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,040,378,317 | $1,540,993 |
| Non-Discretionary | $10,213,993 | $851,166 |
| Total | $3,050,592,310 | $1,536,822 |
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Separately Managed Accounts
Total SMA Asset: $3,028,811,819
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,250,497,080 | 14.5% |
| Equity - Exchange | $1,276,369,433 | 14.8% |
| Private Funds | $1,086,638,842 | 12.6% |
| Municipal Bonds | $793,418,837 | 9.2% |
| Cash | $1,267,745,315 | 14.7% |
| Corporate - Investment Grade | $1,095,262,959 | 12.7% |
| Equity - OTC | $896,908,250 | 10.4% |
| U.S. Government/Agency | $957,277,075 | 11.1% |
| Total | $8,624,117,791 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE ATLAS HORIZON | ATLAS FOUNDATION | RFHCFBFW0 | KBQI | 9.56% | $16,566,112 |
| VITAL NORTH EMBER | HORIZON RIDGE | A8QPJ6TLL | VGVX | 5.77% | $98,655,602 |
| UNISON HARBOR EAGLE | PATHWAY MATRIX | 4I267ECO7 | DCDC | 4.01% | $79,552,173 |
| MATRIX OPTIMA | OPTIMA ZENITH | 4S1I940AZ | FWRP | 6.69% | $35,852,035 |
| ATLAS VERTEX RADIAL | BEACON SUMMIT | 6PN6XT0BY | QMV | 8.79% | $60,339,539 |
| FOCUS SUMMIT PIONEER | ELEMENT BRIDGE | ZKXN859FY | QXUT | 2.73% | $38,503,698 |
| ALPHA VALUE BRIDGE | OPTIMA ATLAS | ENEWHJEL8 | FJRSZ | 4.93% | $59,055,697 |
| HARBOR NORTH | MERIDIAN FOCUS | KT6J6DTMX | MEVW | 9.74% | $79,230,451 |