Crews & Associates, Inc.

Registered investment adviser · Little Rock, AR · CRD #8052

Form ADV data as of 2026-09-01

Regulatory assets

$181.1 million

Total accounts

336

Employees

145

Disclosure events

Firm details

Website: https://www.linkedin.com/company/crews-&-associates
Telephone: 501-907-2000
SEC file number: 801-128827
Most recent Form ADV filing: 2026-08-19
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 7 disclosure questions answered Yes, covering 20 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

SEC or CFTC found a false statement or omission
SEC or CFTC found a violation of its regulations or statutes
SEC or CFTC entered an order in connection with investment-related activity
SEC or CFTC imposed a civil money penalty or a cease-and-desist order
Another regulator found a violation of investment-related regulations or statutes
Another regulator entered an order in connection with investment-related activity (past 10 years)
A self-regulatory organization found a violation of its rules

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$0
Non-discretionary regulatory assets under management	$181.1 million
Total regulatory assets under management	$181.1 million
Discretionary accounts	0
Non-discretionary accounts	336
Total accounts	336
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	145
Employees performing investment advisory functions (including research)	18
Employees who are registered representatives of a broker-dealer	138
Employees registered as investment adviser representatives with a state	18
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	13
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under management

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients

Other business activities

Broker-dealer (registered or unregistered)Insurance broker or agent

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Registered municipal advisorBanking or thrift institutionInsurance company or agencyPension consultant

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys securities from or sells securities to advisory clients (principal transactions)
Buys or sells for itself securities it also recommends to clients
Executes agency cross transactions involving advisory client securities
Recommends brokers or dealers to clients
Brokers or dealers recommended under 8.E. are related persons

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	277	$64.3 million
High net worth individuals	49	$98.6 million
Charitable organizations	6	$12.5 million
Insurance companies	1	$588,473
Corporations or other businesses not listed above	3	$5.0 million