Crew Capital Management, Ltd.
- Regulatory AUM
- $235M
- Discretionary
- $235M
- Clients
- 203
- Avg AUM / client
- $1.2M
- Accounts
- 539
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 143 | $27.2M | 11.5% |
| High net worth individuals | 60 | $208M | 88.5% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Frederick Jung | Managing Director | CFA | Jan 2003 (24y) | ≈ 56.25% – 100% via Rfj Holdings Inc. |
| Andrew Robert Jung | Chief Compliance Officer | CFA | Feb 2023 (3y) | Less than 5% |
| Matthew Ashley Swendiman | Registered representative | Chartered Financial Consultant CFA | Sep 2015 (11y) | |
| Peter Paul Baden | Registered representative | CFA | Jul 2020 (6y) | |
| Rick Bell | Registered representative | Jul 2020 (6y) | ||
| Tyler M Almeida | Registered representative | Jan 2026 (1y) | ||
| Adam Victor Croll | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Rfj Holdings Inc. | S Corporation | Jan 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Robert Frederick Jung: 75% – 100% of Rfj Holdings Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: PLAINTIFF ALLEGES THEY WERE PLACED IN OVERLY RISKY AND UNSUITABLE INVESTMENTS BY MR. JUNG AND CREW CAPITAL. PLAINTIFF ALSO ALLEGES THAT MR. JUNG AND CREW CAPITAL FAILED TO IMPLEMENT STOP LOSSES UPON HIS REQUEST. AS A RESULT, THE PLAINTIFF ALLEGES THAT HE SUFFERED LARGER LOSSES THAN HE OTHERWISE WOULD HAVE. PLAINTIFF ALSO CLAIMS THAT HE WAS OVERBILLED DURING THE PERIOD SINCE HE AGREED TO A LOWER RATE VERBALLY WITH MR. JUNG THAN WHAT WAS LISTED ON HIS AGREEMENT WITH CREW CAPITAL. Status: Pending Summary: PATRICK J MATHEW'S HAS BEEN A CLIENT OF CREW CAPITAL SINCE SEPTEMBER 2019. HE IS AN ACCREDITED INVESTOR. ROB JUNG RECOMMENDED MR. MATHEW'S INVEST IN A LEVERAGED TRENDING ETF STRATEGY IN WHICH MR. JUNG HAD SOME OF HIS OWN MONEY. DURING THE MARKET DOWNTURN IN 2022 MR. MATHEW'S REQUESTED THAT MR. JUNG USE STOP LOSSES. MR. JUNG INFORMED MR. MATHEW'S THAT HE DOES USE STOP LOSSES ON ANY CLIENT ACCOUNTS. MR. MATHEWS ALSO CLAIMED THAT HE WAS OVERBILLED AND HAD AGREED TO AN ANNUAL RATE OF 0.70% VERBALLY WITH MR. JUNG, THE WRITTEN AGREEMENT STATES THAT THE ANNUAL RATE WAS 0.80%, AND MR. JUNG CLAIMS THAT THE VERBALLY AGREED RATE WAS 0.75% BUT REFUNDED THE CLIENT ALL FEES COLLECTED ABOVE 0.70%.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $235M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗