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- Custodian
- Fidelity/NFS ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-06-2015
- Office Locations
- 1
Office Locations
About Crutchfield Advisors, INC
Crutchfield Advisors, Inc. is an Apex, NC registered investment adviser serving individuals and families from early career through retirement. The firm provides tailored financial planning, including retirement, estate, and education planning, with support for tax and insurance needs. Portfolios emphasize ETFs and high-quality fixed income; the firm uses Fidelity/NFS as a primary custodian.
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Owner & Executives
WAYLAND A CRUTCHFIELD JR
President, Vice President
- CRD
- #1377583
- Ownership
- 75% or more
CAROLYN CRUTCHFIELD WASDELL
Financial Advisor, General Partner, VICE PRESIDENT
- CRD
- #5190864
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $83,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $886,587,584 | 22.3% |
| U.S. Government/Agency | $1,017,786,644 | 25.6% |
| Cash | $449,257,386 | 11.3% |
| Municipal Bonds | $632,140,923 | 15.9% |
| Corporate - Investment Grade | $989,956,541 | 24.9% |
| Total | $3,975,729,078 | 100.0% |