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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

BLUE CRAB PARTNERS

BLUE CRAB PARTNERS, LLC, CRD 154361

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:467da885-c716-6c55-dc0d-70ff82567f9e

Data as of May 1, 2013 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 18, 2012 to May 1, 2013
6 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $19.1MItem 5.F on the latest filing (2013-05-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $19.1M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $9.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Accounts: 137
SEC number: 801-71627
CRD: 154361
Filings on the tape: 6
First filed: Jan 18, 2012
Latest filed: May 1, 2013
Organised: Limited Liability Company, Indiana

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GREGORY ALAN SMITH	Chartered Financial Consultant	PINETOP, AZ \| Pinetop, AZ	3	40	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GIESLER, ERIC, QUINTEN	SOLE MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	06/2010	Jan 18, 2012	May 1, 2013

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2012	Mar 5, 2013	$113M	$105M	2	2	n/a	n/a	n/a
2011	Mar 7, 2012	$91.4M	$83.6M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2012	$19.1M	$91.4M	-79.1%	n/a	n/a	2	n/a	n/a	n/a

Relationships

Registered with (3)

← GREGORY ALAN SMITHAdvisorregistration: previous registration
Oct 14, 2020 to Mar 23, 2022factForm ADV
← ERIC QUINTEN GIESLERAdvisorregistration: previous registration
Apr 30, 2013 to Dec 31, 2022factForm ADV
← VINCENT EDWARD SOBOCINSKIAdvisorregistration: previous registration
Apr 21, 2021 to Dec 31, 2022factForm ADV

Controls (1)

← GIESLER, ERIC, QUINTENOwnerSOLE MEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jan 18, 2012 to presentfactForm ADV

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
Vincent Edward Sobocinski left Blue Crab Partners for Novak & Powell Financial Services, Inc. (registered 2022-01-07)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:467da885-c716-6c55-dc0d-70ff82567f9e
First observed: Jan 18, 2012
Last observed: May 1, 2013 163 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLUE CRAB PARTNERS

BLUE CRAB PARTNERS, LLC, CRD 154361

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:467da885-c716-6c55-dc0d-70ff82567f9e

Data as of May 1, 2013 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:31 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GREGORY ALAN SMITH

Chartered Financial Consultant

PINETOP, AZ | Pinetop, AZ

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GIESLER, ERIC, QUINTEN

SOLE MEMBER/CHIEF COMPLIANCE OFFICER

yes

06/2010

Jan 18, 2012

May 1, 2013

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2012

Mar 5, 2013

$113M

$105M

n/a

2011

Mar 7, 2012

$91.4M

$83.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2012

$19.1M

$91.4M

-79.1%

n/a