Crumly And Associates, Incorporated
- Regulatory AUM
- $1.2B
- Discretionary
- $780M
- Clients
- 679
- Avg AUM / client
- $1.7M
- Accounts
- 1,691
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Jun 10, 2026
Investments (13F portfolio — 194 positions, $522,266,571)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | HDG MSCI EAFE | $29,045,827 | 618,984 | 5.56% | 2.46% |
| 2 | First Tr Exchange Traded Fd | RISNG DIVD ACHIV | $26,164,312 | 322,777 | 5.01% | 2.22% |
| 3 | J P Morgan Exchange Traded F | ACTIVE GROWTH | $24,506,023 | 248,565 | 4.69% | 2.08% |
| 4 | Etf Ser Solutions | DISTILLATE US | $22,440,912 | 374,640 | 4.3% | 1.9% |
| 5 | Etf Ser Solutions | DISTILLATE INTNL | $20,955,465 | 641,780 | 4.01% | 1.78% |
| 6 | First Tr Exchange Traded Fd | SMID RISNG ETF | $20,225,280 | 468,829 | 3.87% | 1.71% |
| 7 | First Tr Exch Trd Alphdx Fd | INDIA NFTY50 EQW | $15,774,935 | 293,242 | 3.02% | 1.34% |
| 8 | Tidal Trust Ii | HILT SMAL MI ETF | $14,306,531 | 461,501 | 2.74% | 1.21% |
| 9 | Janus Detroit Str Tr | HENDRSON AAA CL | $13,940,339 | 276,101 | 2.67% | 1.18% |
| 10 | Pgim Etf Tr | SHRT DUR HGH YLD | $13,536,784 | 271,387 | 2.59% | 1.15% |
| 11 | Ishares Tr | MSCI INDIA SM CP | $13,522,091 | 191,179 | 2.59% | 1.15% |
| 12 | First Tr Exchange Traded Fd | RBA INDL ETF | $13,316,206 | 99,934 | 2.55% | 1.13% |
| 13 | Vanguard World Fd | MEGA CAP VAL ETF | $12,544,297 | 76,747 | 2.4% | 1.06% |
| 14 | Ishares Tr | RUS TP200 GR ETF | $11,690,426 | 40,226 | 2.24% | 0.99% |
| 15 | First Tr Exchange Traded Fd | NASD TECH DIV | $11,476,742 | 99,902 | 2.2% | 0.97% |
| 16 | First Tr Exchange Traded Fd | NASDQ CLN EDGE | $11,139,716 | 58,095 | 2.13% | 0.94% |
| 17 | Fidelity Covington Trust | MSCI COMMNTN SVC | $9,786,282 | 140,850 | 1.87% | 0.83% |
| 18 | Fidelity Covington Trust | MSCI INFO TECH I | $9,553,193 | 33,452 | 1.83% | 0.81% |
| 19 | Ishares Tr | CORE DIV GRWTH | $8,682,726 | 114,563 | 1.66% | 0.74% |
| 20 | Vanguard Index Fds | S&P 500 ETF SHS | $8,569,520 | 12,477 | 1.64% | 0.73% |
| 21 | Bitwise Bitcoin Etf Tr | SHS BEN INT | $7,934,542 | 249,044 | 1.52% | 0.67% |
| 22 | First Tr Exchange Traded Fd | SHS | $7,571,245 | 157,145 | 1.45% | 0.64% |
| 23 | Apple Inc | COM | $7,362,526 | 25,444 | 1.41% | 0.62% |
| 24 | Pimco Etf Tr | SHTRM MUN BD ACT | $6,276,158 | 124,280 | 1.2% | 0.53% |
| 25 | Dbx Etf Tr | XTRA RU 1000 ETF | $6,001,965 | 91,913 | 1.15% | 0.51% |
Top 25 of 194 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 434 | $186M | 15.7% |
| High net worth individuals | 139 | $418M | 35.4% |
| Pension and profit sharing plans | 58 | $387M | 32.8% |
| Charitable organizations | 6 | $3.8M | 0.32% |
| Corporations and other businesses | 42 | $185M | 15.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| J.J. Collins' Sons, Inc. 401(k) Plan J.J. Collins Sons, Inc. | 2024 | |
| Img Usa, Inc. 401(k) Plan Img Usa, Inc. Dba Imperial Manufacturing Group | 2024 | |
| R.W. Troxell & Company 401(k) Profit Sharing Plan R.W. Troxell & Company | 2024 | |
| The Green Family 401(k) Plan Green Lincoln, Inc. | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kevin Wayne Crumly | Chairman Of The Board And Chief Compliance Officer | CFP | Jan 2011 (16y) | 50% – 75% |
| Scott Michael Norris | Chief Executive Officer And Wealth Manager | CFP | Mar 2014 (12y) | 10% – 25% |
| Erin Michelle Crumly | President And Wealth Manager | CFP | Jun 2020 (6y) | 5% – 10% |
| Crumly, David, Andrew | Secretary And Treasurer | Jan 2022 (5y) | 5% – 10% | |
| Green, Todd, Charles | Shareholder | Jun 2022 (4y) | 10% – 25% | |
| Ryan Timothy Davlin | Registered representative | CFP | Mar 2014 (12y) | |
| Ward Douglas Cantrall | Registered representative | CFP | Oct 2018 (8y) | |
| Timothy Steven Nash | Registered representative | Mar 2025 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| J.J. Collins' Sons, Inc. 401(k) Plan | J.J. Collins Sons, Inc. | 130 | $11.7M | 01/01/2024 |
| Img Usa, Inc. 401(k) Plan | Img Usa, Inc. Dba Imperial Manufacturing Group | 206 | $4.3M | 01/01/2024 |
| R.W. Troxell & Company 401(k) Profit Sharing Plan | R.W. Troxell & Company | 105 | $17.9M | 01/01/2024 |
| The Green Family 401(k) Plan | Green Lincoln, Inc. | 367 | $12.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/10/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $891M (76% of AUM) Jun 2026
- Matrix Trust Company $195M (17% of AUM) Jun 2026
- LPL Financial $157M (100% of AUM) Oct 2018
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: Jun 10, 2026.
View current Form ADV (SEC/IAPD) ↗