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Crewe Advisors

Multifamily office listing in Salt Lake City, Utah, United States.

  • SEC-registered
  • Founded 2015
Regulatory AUM
$3.1 billion
Employees
32
Clients
More than 500
Founded
2015

Crewe Advisors reports that it is an independent wealth-management firm serving high-net-worth individuals and families through coordinated planning, investment management, and family-office support.12

Overview

Crewe Advisors LLC, CRD 173920, is an SEC-registered investment adviser. The firm provides private wealth management for high-net-worth individuals and families.13

History

Crewe Advisors was established in 2015.2

Leadership

Ryan Halliday is the firm’s CEO. Jason Miller, CFP®, CPWA®, serves as President, Chief Operating Officer, and Partner. Crewe says Miller joined the firm in 2021 and has more than 20 years of wealth-management leadership experience.4

Dustin Thackeray, CFA®, is Head of Portfolio Management and Partner. He chairs the Investment Committee, which oversees research, asset allocation, risk management, manager due diligence, portfolio implementation, and monitoring.4

Nick Perry, CFA®, CAIA®, is a Wealth Advisor and Partner. His experience includes business succession, wealth planning, investment management, custom lending solutions, and estate planning.4

Services

Crewe Advisors provides wealth planning, family-office support, investment management, tax planning, executive counseling, philanthropy, risk management and insurance, and family trust and estate services.5

Its Form ADV lists portfolio management for individuals and small businesses, pooled vehicles, and institutions, along with financial planning and selecting other advisers.1

The firm reports compensation arrangements through percentage-of-assets, hourly, fixed-fee, and performance-based arrangements.1

What the firm offers

  • Investment management
  • Financial planning
  • Tax planning
  • Philanthropy
  • Risk and insurance
  • Private and alternative investments

Client Focus

Crewe Advisors serves high-net-worth individuals and families and reports serving clients through offices in Salt Lake City, Utah, and Scottsdale, Arizona. Its Form ADV also identifies services for small businesses, pooled vehicles, and institutions.13

Approach

Crewe describes its role as acting as a family CFO by coordinating oversight of law, tax, investments, insurance, business, and planning.6

The firm reports that it is independent and uses an open-architecture model focused on clients’ best interests.6

Its investment process includes personalized asset allocation, ongoing rebalancing and monitoring, equity and fixed-income management, alternatives, and real assets.5

By the numbers

Regulatory AUM by year$0K$839M$1.7B$2.5B$3.4B2016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 173920. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2016$288 million$288 million$0
2017$382 million$382 million$0
2018$524 million$423 million$101 million
2019$697 million$648 million$49 million
2020$600 million$567 million$33 million
2021$719 million$677 million$42 million
2022$1.1 billion$1.1 billion$3 million
2023$1.3 billion$1.3 billion$910,357
2025$2.5 billion$2.4 billion$114 million
2026$3.1 billion$3.0 billion$10 million
Average AUM per client by year$0K$2M$3M$5M$6M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 173920. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$2 million
2019$3 million
2020$3 million
2021$3 million
2022$6 million
2023$4 million
2025$4 million
2026$4 million
Clients by type (2026)High net worth individuals303Individuals211Corporations173Charities71Pooled investment vehicles1
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 173920. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals211
High net worth individuals303
Pooled investment vehicles1
Charities71
Corporations173
Employees by year091826352016201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 173920. As of .
Employees reported on Form ADV
YearEmployees
20167
201714
201814
201912
202012
202112
202217
202320
202530
202632

Ranks #3 of 4 SEC-registered firms in UT on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 173920. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

FAQs

What type of clients does Crewe Advisors serve?

Crewe Advisors provides private wealth management for high-net-worth individuals and families, with additional capabilities for small businesses, pooled vehicles, and institutions.13

What services does Crewe Advisors provide?

Services include wealth planning, investment management, family-office support, tax planning, executive counseling, philanthropy, risk management and insurance, and family trust and estate services.5

How does Crewe Advisors coordinate a client’s affairs?

The firm describes a family-CFO approach that brings together law, tax, investments, insurance, business, and planning, supported by personalized portfolio management and ongoing monitoring.56

  • LocationMultifamily offices in Utah

    This page helps Utah based families compare multifamily office options and see which firms serve wealthy households or business owners. It gives context for assessing how Crewe Advisors' investment management, financial planning, tax planning, and family office support may fit a family's regional search.

  • Network siteEstatePlanner.com

    EstatePlanner.com offers plain language guides on wills, trusts, beneficiary choices, and related planning questions. A family considering Crewe Advisors can use these materials to prepare for discussions involving estate structures, tax planning, philanthropy, succession, and coordination among legal and financial advisers.

  • Network siteFamilyOfficeDatabases.com

    FamilyOfficeDatabases.com provides directories of family offices, investors, and related organizations. Reviewing those listings can help a business owner or wealthy family understand the types of institutions in this market, compare potential referral sources, and frame questions about Crewe Advisors' investment, risk, and alternative investment services.

  • DataMFOs by decade founded

    The MFOs by decade founded page lets readers compare firms across different periods of establishment. That timeline can support questions about ownership history, continuity, and operating experience when a family is reviewing Crewe Advisors alongside other multifamily office providers for long term planning and investment needs.

  • Similar firmsSepio Capital
    Rosehaven Family Office
    Integrated Financial Group

    Profiles for Sepio Capital, Rosehaven Family Office, and Integrated Financial Group give readers additional firms to research on this site. Comparing their stated services, client focus, and geographic presence with Crewe Advisors can help a family or business owner prepare focused questions about planning, investments, insurance, philanthropy, and family office support.

Sources

  1. SEC Form ADV for Crewe Advisors LLC, CRD 173920
  2. Crewe Advisors, About
  3. Crewe Advisors
  4. Crewe Advisors, Our Team
  5. Crewe Advisors, Services
  6. Crewe Advisors, Approach

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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