Crewe Advisors Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 173920
· SEC file 801-80723
· Salt Lake City, UT
· WWW.LINKEDIN.COM
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ADV data as of Jul 21, 2026
- Regulatory AUM
- $3.1B
- Discretionary
- $3.0B
- Clients
- 759
- Avg AUM / client
- $4.0M
- Accounts
- 1,985
- Employees
- 32
AUM over time
$0
$3.1B
Dec 2014
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 211 | $70.1M | 2.3% |
| High net worth individuals | 303 | $1.7B | 55.0% |
| Pooled investment vehicles (non-investment companies) | 1 | $21.8M | 0.71% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.6M | 0.05% |
| Charitable organizations | 71 | $220M | 7.21% |
| Insurance companies | Fewer than 5 clients | $8.9M | 0.29% |
| Corporations and other businesses | 173 | $1.1B | 34.4% |
People (32)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Patrick Bennett | Member | Oct 2014 (12y) | ≈ 7.5% – 25% via Pinhigh, Llc | |
| Halliday, Emelie, Camille | Member | Nov 2014 (12y) | ≈ 12.5% – 37.5% via Hh2007, Llc | |
| Ryan Paul Halliday | Member | Nov 2014 (12y) | ≈ 12.5% – 37.5% via Hh2007, Llc | |
| Dustin Chad Thackeray | Chief Investment Officer/Partner | CFA | Jan 2015 (12y) | Less than 5% |
| Daniel David Sudit | Member | Mar 2015 (11y) | ≈ 2.5% – 7.5% via Tidus, Llc | |
| Sudit, Veronica, Isaac | Member | Jun 2015 (11y) | 50% – 75% of Tidus,Llc (indirect) | |
| Nelson, Hayley, Nicole | Chief Compliance Officer | Jan 2018 (9y) | Less than 5% | |
| Ryan Schlappi | Trustee | Aug 2021 (5y) | GP / trustee / elected manager of Srs Family Trust (indirect) | |
| Schlappi, Stephanie, Ann | Trustee | Aug 2021 (5y) | GP / trustee / elected manager of Srs Family Trust (indirect) | |
| Jason Richard Miller | Chief Operating Officer | Sep 2021 (5y) | Less than 5% | |
| Casey Dewayne Kotter | Trustee | CFP | Mar 2022 (4y) | GP / trustee / elected manager of The Jfd 2022 Trust (indirect) |
| Davenport, James | Trustee | Mar 2022 (4y) | GP / trustee / elected manager of The Jfd 2022 Trust (indirect) | |
| Ashley Ann Landon | Registered representative | Mar 2017 (9y) | ||
| Megan Nielsen Slatter | Registered representative | Jun 2018 (8y) | ||
| Rylie Michelle Halliday | Registered representative | Mar 2021 (5y) | ||
| Louise Goudy Willmering | Registered representative | CFA | Sep 2021 (5y) | |
| Marshall Christian Nelson | Registered representative | Jan 2022 (5y) | ||
| Jarrod Nicholaus Perry | Registered representative | CFA | May 2022 (4y) | |
| Joshua Mark Hancock | Registered representative | Mar 2023 (3y) | ||
| Darren Jay Siegrist | Registered representative | May 2023 (3y) | ||
| James Franklin Davenport | Registered representative | CFP | Feb 2024 (2y) | |
| Tanner James Mcquiston | Registered representative | CFA | Feb 2024 (2y) | |
| Nicholas Owen Smith | Registered representative | Apr 2024 (2y) | ||
| Ryan Jacob Anderson | Registered representative | CFP | Oct 2024 (2y) | |
| Corey T Pederson | Registered representative | CFP Chartered Financial Consultant | Feb 2025 (1y) | |
| Jesse Thomas Mitchell | Registered representative | Mar 2025 (1y) | ||
| Travis Mc Cann Peugnet | Registered representative | CFP | Apr 2025 (1y) | |
| Cade Stewart Mellies | Registered representative | Apr 2025 (1y) | ||
| Joshua Clark Kunzler | Registered representative | May 2025 (1y) | ||
| Nicholas Jones | Registered representative | May 2025 (1y) | ||
| Luther Eston Woodard | Registered representative | Aug 2025 (1y) | ||
| John Linel Larsen | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hh2007, Llc | Business Entity | Jun 2007 | A | 25% – 50% |
| Pinhigh, Llc | Owner | Aug 2021 | A | 10% – 25% |
| The Jfd 2022 Trust | Owner | Jul 2024 | A | 10% – 25% |
| Crewe Holdings, Llc | Holding Company | Jun 2014 | A | 5% – 10% |
| Tidus, Llc | Business Entity | Sep 2015 | A | 5% – 10% |
| Teide Capital Management Llc | Member | Apr 2024 | A | 5% – 10% |
| Srs Family Trust | Owner | May 2022 | B | ≈ 3.75% – 10% via Teide Capital Management Llc |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Michael Patrick Bennett: 75% – 100% of Pinhigh, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Halliday, Emelie, Camille: 50% – 75% of Hh2007, Llc × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Ryan Paul Halliday: 50% – 75% of Hh2007, Llc × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Daniel David Sudit: 50% – 75% of Tidus, Llc × 5% – 10% direct ≈ 2.5% – 7.5% of the firm
- Srs Family Trust: 75% – 100% of Teide Capital Management Llc × 5% – 10% direct ≈ 3.75% – 10% 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) | 07/17/2026 | 1.24 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $2.3B (75% of AUM) Jul 2026
- Fidelity Distributors Company Llc $424M (14% of AUM) Jul 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: Jul 21, 2026.
View current Form ADV (SEC/IAPD) ↗