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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CREW CAPITAL MANAGEMENT, LTD.

CRD 125402

CINCINNATI, OH

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:dd54b553-84a5-1b90-19db-b2e60b33bf36

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 6
On other graphs: 0
Observed: Jul 31, 2020 to Mar 23, 2026
23 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: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $235MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $235M
Private client RAUM: $235MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $33.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 539
Individual clients: 143
High net worth clients: 60
Custody, client assets: $103M
SEC number: 801-119376
CRD: 125402
Filings on the tape: 23
First filed: Jul 31, 2020
Latest filed: Mar 23, 2026
Organised: Limited Liability Company, OH

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
ROBERT FREDERICK JUNG	Chartered Financial Analyst	CINCINNATI, OH	20	35	2	no
MATTHEW ASHLEY SWENDIMAN	Chartered Financial Consultant\|Chartered Financial Analyst	CINCINNATI, OH	11	24	4	no
PETER PAUL BADEN	Chartered Financial Analyst	Cincinnati, OH \| WASHINGTON, DC \| CINCINNATI, OH	6	22	4	no
Rick Bell	n/a	Covington, KY \| CINCINNATI, OH \| Cincinnati, OH \| WASHINGTON, DC	6	19	2	yes
ADAM VICTOR CROLL	n/a	WASHINGTON, DC \| CINCINNATI, OH \| Washginton, DC	6	11	2	no
ANDREW ROBERT JUNG	Chartered Financial Analyst	CINCINNATI, OH	3	13	n/a	no
Tyler M Almeida	n/a	CINCINNATI, OH	0	19	4	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
JUNG, ANDREW	CHIEF COMPLIANCE OFFICER	Na	yes	03/2024	Mar 27, 2024	Dec 11, 2024
JUNG, ROBERT, FREDERICK	MANAGING DIRECTOR	Na	yes	01/2003	Jul 31, 2020	Dec 11, 2024
JUNG, ROBERT, FREDRICK	MANAGING MEMBER	E	yes	01/2017	Jul 31, 2020	Dec 11, 2024
RFJ HOLDINGS INC.	S CORPORATION	E	yes	01/2017	Jul 31, 2020	Dec 11, 2024

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
MATTHEW A. SWENDIMAN, CFA	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Belgrade	Mt	United States	1	no
n/a	n/a	n/a	1	no

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; showing 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$235M	$235M	7	7	1	n/a	n/a
2024	Mar 12, 2025	$216M	$216M	8	8	1	n/a	n/a
2023	Mar 27, 2024	$183M	$183M	7	7	2	n/a	n/a
2022	Feb 17, 2023	$164M	$164M	7	6	2	n/a	n/a
2021	Mar 29, 2022	$203M	$199M	6	5	1	n/a	n/a
2020	Mar 12, 2021	$183M	$183M	5	5	1	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
1	1	0	14.3%	0	0	0	1	1

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
2025	$235M	$216M	8.8%	$164M	12.7%	7	8	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
F/M INVESTMENTS LLC	2	Jul 16, 2020	Jul 22, 2020	CINCINNATI, OH	Team lift out	Other	66.7%

Relationships

Registered with (9)

← ADAM VICTOR CROLLAdvisorregistration: current employment
Jan 5, 2026 to presentfactForm ADV
← Tyler M AlmeidaAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← ANDREW ROBERT JUNGAdvisorregistration: current employment
Feb 11, 2023 to presentfactForm ADV
← Rick BellAdvisorregistration: current employment
Jul 22, 2020 to presentfactForm ADV
← PETER PAUL BADENAdvisorregistration: current employment
Jul 17, 2020 to presentfactForm ADV
← MATTHEW ASHLEY SWENDIMANAdvisorregistration: current employment
Sep 11, 2015 to presentfactForm ADV
← ROBERT FREDERICK JUNGAdvisorregistration: current employment
Apr 5, 2006 to presentfactForm ADV
← Daniel Allen SchneiderAdvisorregistration: previous registration
May 5, 2021 to Oct 31, 2025factForm ADV
← KRISTINE SUE O'BRIENAdvisorregistration: previous registration
Sep 12, 2014 to Oct 2, 2015factForm ADV

Controls (4)

← JUNG, ROBERT, FREDERICKOwnerMANAGING DIRECTOR, ownership code NA, individual
Jul 31, 2020 to Dec 11, 2024factForm ADV
← JUNG, ROBERT, FREDRICKOwnerMANAGING MEMBER, ownership code E, individual
Jul 31, 2020 to Dec 11, 2024factForm ADV
← JUNG, ANDREWOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 27, 2024 to Dec 11, 2024factForm ADV
← RFJ HOLDINGS INC.OwnerS CORPORATION, ownership code E, domestic entity
Jul 31, 2020 to Dec 11, 2024factForm ADV

Moved with (1)

← F/M INVESTMENTS LLCRegistered adviser2 advisors, team lift out, same day
Jul 16, 2020 to Jul 22, 2020factForm ADV

Dated events

Occurred
Oct 31, 2025
Advisor changed firm
Daniel Allen Schneider left Crew Capital Management, Ltd. for Horan Wealth, Llc (registered 2025-11-04)
Form ADVobserved 6 days ago
Occurred
Mar 27, 2024
Control person left
Perdue Alisha Dowell (Chief Compliance Officer) no longer on Schedule A of Crew Capital Management, Ltd. (listed 2024-01-22, absent 2024-03-27)
Form ADVobserved 6 days ago
Occurred
Mar 27, 2024
Control person joined
Andrew Jung (Chief Compliance Officer) appeared on Schedule A of Crew Capital Management, Ltd.
Form ADVobserved 6 days ago
Occurred
Feb 17, 2023
Control person left
Disbrow Ian Meiksins (Chief Compliance Officer) no longer on Schedule A of Crew Capital Management, Ltd. (listed 2022-12-21, absent 2023-02-17)
Form ADVobserved 6 days ago
Occurred
Feb 17, 2023
Control person joined
Perdue Alisha Dowell (Chief Compliance Officer) appeared on Schedule A of Crew Capital Management, Ltd.
Form ADVobserved 6 days ago
Occurred
Jul 31, 2020
First Form ADV filing
Crew Capital Management, Ltd. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dd54b553-84a5-1b90-19db-b2e60b33bf36
First observed: Jul 31, 2020
Last observed: Mar 23, 2026 6 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.

CREW CAPITAL MANAGEMENT, LTD.

CRD 125402

CINCINNATI, OH

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:dd54b553-84a5-1b90-19db-b2e60b33bf36

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:04 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT FREDERICK JUNG

Chartered Financial Analyst

CINCINNATI, OH

MATTHEW ASHLEY SWENDIMAN

Chartered Financial Consultant|Chartered Financial Analyst

CINCINNATI, OH

PETER PAUL BADEN

Chartered Financial Analyst

Cincinnati, OH | WASHINGTON, DC | CINCINNATI, OH

Rick Bell

n/a

Covington, KY | CINCINNATI, OH | Cincinnati, OH | WASHINGTON, DC

yes

ADAM VICTOR CROLL

n/a

WASHINGTON, DC | CINCINNATI, OH | Washginton, DC

ANDREW ROBERT JUNG

Chartered Financial Analyst

CINCINNATI, OH

n/a

Tyler M Almeida

n/a

CINCINNATI, OH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JUNG, ANDREW

CHIEF COMPLIANCE OFFICER

yes

03/2024

Mar 27, 2024

Dec 11, 2024

JUNG, ROBERT, FREDERICK

MANAGING DIRECTOR

yes

01/2003

Jul 31, 2020

Dec 11, 2024

JUNG, ROBERT, FREDRICK

MANAGING MEMBER

yes

01/2017

Jul 31, 2020

Dec 11, 2024

RFJ HOLDINGS INC.

S CORPORATION

yes

01/2017

Jul 31, 2020

Dec 11, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MATTHEW A. SWENDIMAN, CFA

n/a

City

State

Country

Employees

Also broker-dealer

Belgrade

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$235M

n/a

2024

Mar 12, 2025

$216M

n/a

2023

Mar 27, 2024

$183M

n/a

2022

Feb 17, 2023

$164M

n/a

2021

Mar 29, 2022

$203M

$199M

n/a

2020

Mar 12, 2021

$183M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

14.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$235M

$216M

8.8%

$164M

12.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

F/M INVESTMENTS LLC

Jul 16, 2020

Jul 22, 2020

CINCINNATI, OH

Team lift out

Other

66.7%