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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-02-2015
- Office Locations
- 4
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.
Reported data analysis
What the numbers show
Between September 11, 2025 and August 25, 2026, reported AUM increased 21.4%, from $2.5B to $3.1B.
Across 5 reported observations, AUM increased 180.9% between December 21, 2022 and August 25, 2026, from $1.1B to $3.1B.
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 16 advisory representatives and 760 clients, or 47.5 clients per representative. That equates to $4.0M in reported AUM per client.
The profile lists 4 reported office locations and 11 years in operation. The source data was last updated on August 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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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%
Showing 2 of 4 owners & executives
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RYAN JACOB ANDERSON
Private Wealth Advisor
- CRD
- #7256560
MICHAEL PATRICK BENNETT
Partner
- CRD
- #5408084
Showing 2 of 30 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
SMA allocation detail is available
Crewe Advisors has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Crewe Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.