Crewe Advisors LLC
Crewe Advisors LLC is an SEC-registered investment adviser headquartered in Salt Lake City, Utah. Founded in 2017, the firm manages approximately $2.5 billion in assets and employs about 30 professionals. Crewe Advisors primarily serves high net worth individuals, individual investors, charitable organizations, and corporate clients, providing customized investment management and financial advisory solutions with an emphasis on personalized service and fiduciary responsibility.
Investment Strategy
Crewe Advisors LLC employs a client-centric, fiduciary-driven investment management strategy focused on serving high net worth individuals, diversified individuals, charitable organizations, and corporate accounts. The firm constructs portfolios based on individual client objectives, risk tolerance, and needs, utilizing both discretionary and non-discretionary approaches. Their investment philosophy emphasizes long-term value creation, prudent allocation, and careful security selection across equities, fixed income, and alternative assets. Crewe Advisors seeks to deliver risk-adjusted returns by balancing growth and capital preservation needs for each client segment.
Latest 13F Filing Activity
Crewe Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 735 equity positions with a total 13F market value of $707M. The fund increased holdings in Vanguard BD Index FDS, Apple Inc., J P Morgan Exchange Traded F among other positions. Crewe Advisors LLC reduced exposure to Ishares TR, Nvidia Corporation, Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (735)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 8.40% | $59.4M | 96,140 | $316.56 | $617.85 | +$6.1M |
I IJH | ISHARES TR | 7.70% | $54.4M | 877,935 | $48.48 | $62.02 | +$4.8M |
I IEFA | ISHARES TR | 6.03% | $42.6M | 510,399 | $67.45 | $83.48 | +$3.8M |
B BND | VANGUARD BD INDEX FDS | 5.60% | $39.6M | 537,186 | $73.63 | $73.63 | +$39.6M |
B BRK-A | BERKSHIRE HATHAWAY INC DEL | 5.36% | $37.9M | 52 | $413728.71 | $728800.00 | -$5.2M |
Industry Allocation
Investment Team (11)
| Name | Role | Location | |
|---|---|---|---|
 | Associate | Salt Lake City, UT , United States | |
 | Analyst | Salt Lake City, UT , United States | |
 | Partner | Salt Lake City, UT , United States | |
J James Davenport | Partner | Salt Lake City, UT , United States | |
 | Partner | Scottsdale, AZ , United States | |
 | Managing Partner | Salt Lake City, UT , United States | |
R Ryan Schlappi | Partner | Scottsdale, AZ , United States | |
 | Senior Investment Analyst | Provo, UT , United States | |
K Kimberly Mawk | Senior Associate | Scottsdale, AZ , United States | |
 | Investment Research Manager | Salt Lake City, UT , United States |