Crew Capital Management, Ltd.
● SEC registered since 2020CRD 125402SEC# 801-119376Cincinnati, OH
Reg. AUM
$235.4M
Employees
7
Accounts
539
Location
Cincinnati, OH
Crew Capital Management, Ltd. assets under management
Crew Capital Management, Ltd. operates as an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 2020. It reports $235.4 million in regulatory assets under management and employs 7 people.
Crew Capital Management, Ltd. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Ashley Swendiman Control | Chief Compliance Officer | Under 5% | 2026 |
| Rfj Holdings Inc. Control | S Corporation | Over 75% | 2017 |
| Robert Frederick Jung Control | Managing Director | Under 5% | 2003 |
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Join to unlock · $37/moFrequently asked questions
How much does Crew Capital Management, Ltd. manage?
Crew Capital Management, Ltd. reports $235.4 million in regulatory assets under management on its Form ADV.
How many employees does Crew Capital Management, Ltd. have?
Crew Capital Management, Ltd. reports 7 employees.
Where is Crew Capital Management, Ltd. located?
Crew Capital Management, Ltd. is based in Cincinnati, OH and has been SEC-registered since 2020.
Does Crew Capital Management, Ltd. disclose fund performance?
Crew Capital Management, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4030 Smith Rd., Suite 200, Cincinnati, OH 45209 |
| Phone | 513-245-2620 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$235.4M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$235.4Mregulatory AUM
Discretionary $235.4M