AdvizorPro

Crutchfield Advisors, INC

Crutchfield Advisors, INC. CRD 174252

Crutchfield Advisors, INC logo

CRD: 174252

Crutchfield Advisors, INC

Apex, NC, 27523
9194461216
$83.0M Total AUM
$83.0M Disc. AUM
-- 3Y CAGR
2 Employees
104 ADV. Clients
11 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Fidelity/NFS ยท Morgan Stanley
Clients
Retail and Institutional
Platforms
--
Established Date
01-06-2015
Office Locations
1

Office Locations

2201 Candun Drive Suite 203 Apex NC

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.

Team overview

39 AVG AGE
$41.5M AVG AUM / ADVISOR
$798.1K AVG AUM / CLIENT
11.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age

Insights

Upgrade to reveal position-level detail across momentum ridge.
Unlock to compare peer behavior around optima vital.
Premium access reveals conviction themes in north zenith quantum.
Open the full profile to inspect shifts in north radial.
Unlock to see real insight on bridge summit.
Unlock to compare peer behavior around delta prime.
Request access to benchmark trends tied to catalyst.
Upgrade to reveal position-level detail across summit harbor.

Asset Classes

Matrix

Custodian

Peak Foundation Horizon Capital Value alpha

Investment Themes

Value

Investment Vehicles

Beacon capital

Services

Summit Pioneer pathway Harbor element Ridge zenith Quantum

Owner & Executives

W

WAYLAND A CRUTCHFIELD JR

President, Vice President

CRD
#1377583
Ownership
75% or more
(596) 614-5572
horizon.value@vitalcapital.com
in linkedin.com/in/wave-quantum
CAROLYN CRUTCHFIELD WASDELL

CAROLYN CRUTCHFIELD WASDELL

Financial Advisor, General Partner, VICE PRESIDENT

CRD
#5190864
Ownership
Less than 5%
(467) 600-4808
bridge.summit@pathwaycapital.com
in linkedin.com/in/beacon-matrix

Showing 2 of 2 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 2 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $83,000,000 --
Non-Discretionary $0 --
Total $83,000,000 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $83,000,000

$83.0M Total SMA
Equity - Exchange:
22.3%
U.S. Government/Agency:
25.6%
Cash:
11.3%
Municipal Bonds:
15.9%
Corporate - Investment Grade:
24.9%
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%

Start a free trial and
prospect smarter