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CROW HOLDINGS CAPITAL

3819 Maple Ave
Dallas, Texas 75219-3913
Tel: 214-661-8000

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About CROW HOLDINGS CAPITAL

CROW HOLDINGS CAPITAL, formally registered with the SEC as CROW HOLDINGS CAPITAL. The firm was established in 06/14/2011. They have over 3 offices throughout the country.

CROW HOLDINGS CAPITAL is a Dallas, Texas based Financial Planning firm with nearly $13,970,302,962 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 152 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#156925
SEC#801-72434
Assets Managed by Firm$13,970,302,962
No. of Clients17
No. of Advisors152

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total17$13,970,302,962
Pension and profit sharing plansFewer than 5 clients$500,631,962

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