Crawford Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is a state‑registered, single‑advisor independent investment adviser managing roughly $86 million across 154 discretionary accounts. It provides discretionary portfolio management for individuals and, unusually for a firm of this size, also works with institutional clients and offers pension consulting and bespoke investment consulting, alongside managed-account referral services; the firm is currently closed to new clients.
The investment approach emphasizes tactical asset allocation and low portfolio turnover, with portfolios composed predominantly of equities (about 98%) and oriented toward large and giant capitalization names (roughly 90%). The manager combines technical and fundamental analysis, uses macro tools such as the CFNAI, maintains concentrated sector exposures—notably Information Technology (semiconductors and software)—and generally avoids leveraged ETFs while permitting margin on a case‑by‑case basis.
Noteworthy for a solo independent adviser, the firm provides institutional portfolio management and pension consulting despite not accepting ERISA account management, and it offers managed‑account options through a custodial platform. Other operational details of interest include concentrated top holdings in major technology names, a policy that clients retain proxy voting rights, and an explicit closed status to new clients.
Client services
Expertise
Fee options
0.05% to 2.50% annually, depending on asset allocation program (not strictly tiered by asset amount but by program type)
Fees may be hourly or asset-based for Pension Consulting Services and Managed Accounts Advisory Referral Services; specific hourly rates not disclosed.
Account minimum: $50,000.00
Main office
Glendale WI
Advisors at this office
1
Most active in
Wisconsin
Also doing business as
Crawford Asset Management, LLC · Harmony Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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