DC
DC

David Crews

20 Years of Experience
Cypress, TX

David Crews is a registered investment advisor at Crews Capital Management, LP, based in Cypress, TX, with 20 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 5 clients with $29M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
5 clients
Average Client Portfolio
$5.8M average
Assets Under Management
$28.9M

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Base fee is 1.5% annually, collected quarterly in advance, and is negotiable. For qualified investors, a performance-based fee of 1% of assets plus 20% of returns above 0% annually is available and negotiable.

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

Cypress, TX

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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

David holds investment interests in Phyco Biosciences through Weston Fund, LP, and serves on its board of directors, dedicating a few hours per week. He also owns Midtown MMA, LLC and Industrial Vending, LLC, spending about 10-20% of his time on these businesses.

Employment History
Current Registrations
Crews Capital Management, LP
June 2011 - Present · 14 yrs 11 mos
Previous Registrations
Crews Capital Management, LP
January 2006 - December 2010 · 4 yrs 11 mos
Crews Capital Management, LP
May 2005 - December 2005 · 7 mos
State Registrations1 state
TX
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.
David Crews - Financial Advisor | TrueAdvisor