CREWS & ASSOCIATES, INC.

521 President Clinton Avenue
Suite 800
Little Rock, Arkansas 72201
Tel: 501-907-2000

About CREWS & ASSOCIATES, INC.

CREWS & ASSOCIATES, INC, formally registered with the SEC as CREWS & ASSOCIATES, INC. The firm was established in 10/10/2023. They have over 10 offices throughout the country.

CREWS & ASSOCIATES, INC. is a Little Rock, Arkansas based Financial Planning firm with nearly $112,401,625 assets under management, offering retirement planning & investment advisory services to 270 clients. The firm is staffed with 130 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	8052
SEC#	801-128827
Assets Managed by Firm	$112,401,625
No. of Clients	270
No. of Advisors	130

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	270	$112,401,625
Individuals (other than high net worth individuals)	2177	$42,464,213
High net worth individuals	44	$61,836,314
Charitable organizations	2	$4,036,154
Corporations or other businesses	5	$3,573,628

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ARVEST WEALTH MANAGEMENT 5201 Village Parkway Rogers, AR, 72758	$2,593,400,723	7674	252
36 NORTH CAPITAL MANAGEMENT, LLC 901 Se Village Loop, Suite 1 Bentonville, AR, 72712	$2,346,620,000	4	4
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