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CREWE ADVISORS LLC, CRD 173920
SALT LAKE CITY, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| RYAN PAUL HALLIDAY | n/a | SALT LAKE CITY, UT | 11 | 25 | 3 | no |
| DUSTIN CHAD THACKERAY | Chartered Financial Analyst | SALT LAKE CITY, UT | 11 | 21 | 3 | no |
| DANIEL DAVID SUDIT | n/a | SALT LAKE CITY, UT | 11 | 25 | 2 | no |
| ASHLEY ANN LANDON | n/a | SALT LAKE CITY, UT | 9 | 10 | n/a | no |
| MEGAN NIELSEN SLATTER | n/a | SALT LAKE CITY, UT | 8 | 10 | 1 | no |
| MICHAEL PATRICK BENNETT | n/a | SALT LAKE CITY, UT | 5 | 18 | n/a | yes |
| Rylie Michelle Halliday | n/a | SALT LAKE CITY, UT | 5 | 12 | n/a | no |
| JASON RICHARD MILLER | n/a | SALT LAKE CITY, UT | 5 | 18 | 4 | no |
| LOUISE GOUDY WILLMERING | Chartered Financial Analyst | Scottsdale, AZ | 5 | 34 | n/a | no |
| Marshall Christian Nelson | n/a | SALT LAKE CITY, UT | 4 | 10 | 1 | no |
| Ryan Schlappi | n/a | Scottsdale, AZ | 4 | 18 | 1 | no |
| JARROD Nicholaus PERRY | Chartered Financial Analyst | SALT LAKE CITY, UT | 4 | 18 | 2 | no |
| Joshua Mark Hancock | n/a | SALT LAKE CITY, UT | 3 | 10 | n/a | no |
| Darren Jay Siegrist | n/a | Salt Lake City, UT | 3 | 10 | 2 | yes |
| JAMES FRANKLIN DAVENPORT | Certified Financial Planner | SALT LAKE CITY, UT | 2 | 29 | 2 | no |
| TANNER JAMES MCQUISTON | Chartered Financial Analyst | SALT LAKE CITY, UT | 2 | 10 | 1 | no |
| NICHOLAS OWEN SMITH | n/a | Salt Lake City, UT | 2 | 10 | 2 | yes |
| RYAN JACOB ANDERSON | Certified Financial Planner | SALT LAKE CITY, UT | 1 | 11 | 1 | no |
| COREY T PEDERSON | Certified Financial Planner|Chartered Financial Consultant | SALT LAKE CITY, UT | 1 | 20 | 1 | no |
| Jesse Thomas Mitchell | n/a | SALT LAKE CITY, UT | 1 | 10 | n/a | yes |
| Travis McCann Peugnet | Certified Financial Planner | SALT LAKE CITY, UT | 1 | 10 | 2 | no |
| Cade Stewart Mellies | n/a | Salt Lake City, UT | 1 | 10 | n/a | yes |
| Joshua Clark Kunzler | n/a | SALT LAKE CITY, UT | 1 | 11 | n/a | yes |
| NICHOLAS JONES | n/a | SALT LAKE CITY, UT | 1 | 10 | n/a | yes |
| Luther Eston Woodard | n/a | Seattle, WA | 1 | 11 | 1 | yes |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CREWE PARTNERS ONE, LLC | n/a | $21.8M | Aug 25, 2026 | 40 | Aug 25, 2026 | reported | 021-553520 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CREWE ADVISORY PARTNERS, LLC | Owner | E | yes | 06/2026 | Aug 25, 2026 | Aug 25, 2026 |
| HALLIDAY, RYAN, PAUL | MANAGING PARTNER | Na | yes | 01/2015 | Aug 25, 2026 | Aug 25, 2026 |
| MILLER, JASON, RICHARD | PRESIDENT AND CHIEF OPERATING OFFICER | Na | yes | 01/2023 | Aug 25, 2026 | Aug 25, 2026 |
| Pierce, Clare, K | CHIEF COMPLIANCE OFFICER | Na | yes | 08/2026 | Aug 25, 2026 | Aug 25, 2026 |
| SUDIT, DANIEL, DAVID | Partner | Na | yes | 05/2015 | Aug 25, 2026 | Aug 25, 2026 |
| BENNETT, MICHAEL, PATRICK | Member | E | yes | 10/2014 | Feb 3, 2015 | Oct 7, 2024 |
| Davenport, James | Trustee | F | yes | 03/2022 | Oct 7, 2024 | Oct 7, 2024 |
| HALLIDAY, EMELIE, CAMILLE | Member | D | yes | 11/2014 | Feb 3, 2015 | Oct 7, 2024 |
| HALLIDAY, RYAN, PAUL | Member | D | yes | 11/2014 | Dec 4, 2014 | Oct 7, 2024 |
| HH2007, LLC | BUSINESS ENTITY | C | yes | 06/2007 | Dec 4, 2014 | Oct 7, 2024 |
| KOTTER, CASEY, DEWAYNE | Trustee | F | yes | 03/2022 | Oct 7, 2024 | Oct 7, 2024 |
| NELSON, HAYLEY, NICOLE | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2018 | Jan 30, 2018 | Oct 7, 2024 |
| Schlappi, Ryan | Trustee | F | yes | 08/2021 | Jun 7, 2024 | Oct 7, 2024 |
| Schlappi, Stephanie, Ann | Trustee | F | yes | 08/2021 | Jun 7, 2024 | Oct 7, 2024 |
| SRS FAMILY TRUST | Owner | E | yes | 05/2022 | Jun 7, 2024 | Oct 7, 2024 |
| SUDIT, DANIEL, DAVID | Member | D | yes | 06/2015 | Sep 23, 2015 | Oct 7, 2024 |
| SUDIT, VERONICA, ISAAC | Member | D | yes | 06/2015 | Sep 23, 2015 | Oct 7, 2024 |
| THACKERAY, DUSTIN, CHAD | CHIEF INVESTMENT OFFICER/PARTNER | Na | yes | 01/2015 | Feb 3, 2015 | Oct 7, 2024 |
| BENNETT, MICHAEL, PATRICK | Member | E | no | 06/2014 | Feb 3, 2015 | Oct 7, 2024 |
| CREWE HOLDINGS, LLC | HOLDING COMPANY | A | no | 06/2014 | Sep 11, 2015 | Oct 7, 2024 |
| PINHIGH, LLC | Owner | B | no | 08/2021 | Sep 7, 2021 | Oct 7, 2024 |
| TEIDE CAPITAL MANAGEMENT LLC | Member | A | no | 04/2024 | Jun 7, 2024 | Oct 7, 2024 |
| THE JFD 2022 TRUST | Owner | B | no | 07/2024 | Oct 7, 2024 | Oct 7, 2024 |
| TIDUS, LLC | BUSINESS ENTITY | A | no | 09/2015 | Sep 23, 2015 | Oct 7, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CREWE INSURANCE ADVISORS LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Scottsdale | Az | United States | 3 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 3, 2026 | $3.1B | $3.0B | 32 | 16 | 1 | 1 | n/a |
| 2024 | Mar 31, 2025 | $2.5B | $2.4B | 30 | 16 | 1 | n/a | n/a |
| 2023 | Mar 28, 2024 | $1.6B | $1.6B | 24 | 14 | 1 | n/a | n/a |
| 2022 | Mar 29, 2023 | $1.3B | $1.3B | 20 | 14 | 1 | n/a | n/a |
| 2021 | Mar 31, 2022 | $1.1B | $1.1B | 17 | 11 | 1 | n/a | n/a |
| 2020 | Mar 24, 2021 | $719M | $677M | 12 | 6 | 0 | n/a | n/a |
| 2019 | Feb 28, 2020 | $600M | $567M | 12 | 6 | 0 | n/a | n/a |
| 2018 | Mar 28, 2019 | $697M | $648M | 12 | 7 | 0 | n/a | n/a |
| 2017 | Jan 30, 2018 | $524M | $423M | 14 | 9 | 0 | n/a | n/a |
| 2016 | Mar 9, 2017 | $382M | $382M | 14 | 7 | n/a | n/a | n/a |
| 2015 | Mar 28, 2016 | $288M | $288M | 7 | 7 | n/a | n/a | 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 | 0 | 0.0% | 0 | 0 | 0 | 7 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $3.1B | $2.5B | 21.4% | $1.3B | 33.3% | 32 | 30 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | 2 | Feb 6, 2024 | Feb 7, 2024 | SOUTH JORDAN, UT | Team lift out | Ibd to RIA | 0.0% |