Crumly and Associates, Incorporated
● SEC registered since 2015CRD 168998SEC# 801-81175Springfield, IL
Reg. AUM
$1.18B
Employees
12
Accounts
1,691
Location
Springfield, IL
Crumly and Associates, Incorporated assets under management
Crumly and Associates, Incorporated operates as an SEC-registered investment adviser based in Springfield, IL. The firm has been registered since 2015. It reports $1.2 billion in regulatory assets under management and employs 12 people.
Crumly and Associates, Incorporated owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bridget Kathleen Johnson Control | Chief Compliance Officer | Under 5% | 2025 |
| Colleen Marie Gotsis | Shareholder | 5-10% | 2025 |
| David Andrew Crumly Control | Secretary And Treasurer | 5-10% | 2022 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Crumly and Associates, Incorporated manage?
Crumly and Associates, Incorporated reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Crumly and Associates, Incorporated have?
Crumly and Associates, Incorporated reports 12 employees.
Where is Crumly and Associates, Incorporated located?
Crumly and Associates, Incorporated is based in Springfield, IL and has been SEC-registered since 2015.
Does Crumly and Associates, Incorporated disclose fund performance?
Crumly and Associates, Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1200 Centre West Drive, Springfield, IL 62704 |
| Phone | (217) 321-3210 |
| Fax | (217) 303-5422 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1759578 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.18B▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$1.18Bregulatory AUM
Discretionary $779.9MNon-discretionary $399.7M