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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- LegacyVector
- Established Date
- 05-03-2005
- Office Locations
- 1
Office Locations
About Crews Capital Management, LP
Crew Capital (Crews Capital Management, LP) is an independent, fee-only fiduciary RIA in Cypress, TX serving individuals and families. The team builds goal-based financial plans and supports implementation across retirement planning, estate/legacy planning, and risk management/insurance. Portfolios are primarily ETF-based, and the firm emphasizes plain-language guidance and transparent, no-commission compensation; accounts are typically custodied at Schwab or Fidelity.
Team overview
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Owner & Executives
DAVID WESTON CREWS
PRINCIPAL
- CRD
- #4911213
- Ownership
- 50% but less than 75%
TANYA JORDAN CREWS
Administrative Assistant, Limited Partner
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,950,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,950,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,950,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $328,808,974 | 23.0% |
| U.S. Government/Agency | $473,199,002 | 33.1% |
| Cash | $313,083,327 | 21.9% |
| Other | $314,512,932 | 22.0% |
| Total | $1,429,604,235 | 100.0% |