EC
EC

Edward Crawford

12 Years of Experience
Washington, DC

Edward Crawford is a registered investment advisor at Douglass Winthrop Advisors LLC, based in Washington, DC, with 12 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,292 clients with $5.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,292 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$5.8B

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable. There is a minimum quarterly fee of $2,500 and a minimum relationship size of $3,000,000 in assets under management. Institutional accounts are charged 0.85% for the first $25 million and 0.70% on assets above that level.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

888 17th Street NW, Suite 205, Washington, DC, 20006

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Edward has been a passive 5% owner in Roumell Asset Management LLC since 2013. He also works as an adjunct professor of value investing at Georgetown University for about two months each fall, dedicating a few hours per week during trading hours.

Employment History
Current Registrations
Douglass Winthrop Advisors LLC
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Sweetbay Capital Management, LLC
November 2015 - April 2024 · 8 yrs 5 mos
Roumell Asset Management, LLC
March 2013 - October 2015 · 2 yrs 7 mos
State Registrations1 state
DC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.