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Tyler Almeida

Crew Capital Management, LTD.
16 Years of Experience
Cincinnati, OH
View SEC Summary
View SEC Summary

Tyler Almeida is a registered investment advisor at Crew Capital Management, LTD., based in Cincinnati, OH, with 16 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 203 clients with $240M in assets under management.

Crew Capital Management, LTD.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
203 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$235.4M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $5.0M0.75%
$5M+0.50%

Minimum fee per quarter is $500. Fees are negotiable for certain clients, and the firm also offers portfolio management for an annual flat fee ranging from $10,000 to $25,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4030 Smith Rd., Suite 200, Cincinnati, OH, 45209

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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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Employment History
Current Registrations
Crew Capital Management, LTD.
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Eudaimonia Partners, LLC
November 2018 - December 2021 · 3 yrs 1 mo
Compass Securities CorporationBroker
October 2018 - July 2019 · 9 mos
Wells Fargo Clearing Services, LLC
July 2010 - October 2018 · 8 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2010 - October 2018 · 8 yrs 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - July 2010 · 1 yr 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - July 2010 · 1 yr 1 mo
Citigroup Global Markets INC.
August 2007 - June 2009 · 1 yr 10 mos
Citigroup Global Markets INC.Broker
August 2007 - June 2009 · 1 yr 10 mos
State Registrations1 state
FL
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.
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