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- Custodian
- Empower · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-10-2000
- Office Locations
- 1
Office Locations
About Crystal Capital Management Corporation
Crystal Capital Management Corporation is an RIA focused on retirees and those nearing retirement, combining tax and financial planning with hands-on investment management. A CPA and financial advisor work in tandem on Social Security timing, Roth conversion analysis, investment implementation, and legacy planning—often using ETF-based allocations—so clients don’t need multiple professionals.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 2 advisory representatives and 111 clients, or 55.5 clients per representative. That equates to $342.3K in reported AUM per client.
The profile lists 1 reported office location and 25 years in operation. The source data was last updated on March 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
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Crystal Capital Management Corporation record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WILLIAM LAWRENCE BURTON
President
- CRD
- #2510760
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Harold Jay Zazula
--
- CRD
- #6096583
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $38,000,000 | -- |
| Total | $38,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Crystal Capital Management Corporation has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.