A complete list of active advisors currently associated with Crawford Asset Management, LLC

Warmer can help you find a great advisor at Crawford Asset Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Crawford Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.