DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Charles Martin Crouch
Certified Financial Planner
Feed of 09/14/2026
Also filed as Chuck Crouch
At current firm
6 y
since Mar 5, 2020
In the industry
25 y
since Jun 1, 2001 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cmc Wealth Management, LLC state registered currentsince Mar 5, 2020 · Lexington, Sc
- Ci Doyle Private Wealth, LLC formerJun 9, 2017 to Oct 23, 2019 · Lexington, Sc
- Catalyst Asset Advisors, LLC unclassifiedApr 15, 2013 to Mar 31, 2014 · Lexington, Sc
- Wells Fargo Advisors wirehouseMar 3, 2010 to Apr 15, 2011 · Lexington, Sc
- Directed Services LLC formerSep 2, 2009 to Nov 13, 2009 · West Chester, Pa
Moves
a registration end followed by a registration begin elsewhere
- Ci Doyle Private Wealth, LLC to Cmc Wealth Management, LLCleft Oct 23, 2019, registered Mar 5, 2020 (134 days) · RIA to a state-registered adviser
- Catalyst Asset Advisors, LLC to Ci Doyle Private Wealth, LLCleft Mar 31, 2014, registered Jun 9, 2017 (1166 days) · Other
- Wells Fargo Advisors to Catalyst Asset Advisors, LLCleft Apr 15, 2011, registered Apr 15, 2013 (731 days) · Other
- Directed Services LLC to Wells Fargo Advisorsleft Nov 13, 2009, registered Mar 3, 2010 (110 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address