Crawford Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Crawford Wealth Management is an SEC-registered independent advisory firm that provides discretionary portfolio management and related investment advice to individual clients, including high-net-worth individuals. The firm documents client objectives in individualized Investment Policy Statements and reported $53 million in discretionary assets across 14 client relationships as of December 2025.
The firm’s investment approach emphasizes long-term trading and principles of modern portfolio theory, with portfolio construction driven by asset allocation, asset selection, and documented risk-tolerance assessments. Crawford generally limits its recommended investments to mutual funds, ETFs (including precious-metal sector ETFs), equities, fixed income, REITs and TIPS, and implements strategies under discretionary authority per each client’s Investment Policy Statement.
Noteworthy features include a small, concentrated client base relative to its assets under management and a recent formation (2024) followed by rapid asset growth through 2025, which together suggest a focus on larger, individualized relationships. The firm requires clients to custody assets at Schwab Institutional and directs brokerage to that custodian, and it has disclosed that it no longer utilizes soft-dollar arrangements—features that can influence execution, available third‑party services, and research access.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.60% $5,000,001+: 0.40%
Main office
Massillion OH
Advisors at this office
1
Most active in
Ohio · Pennsylvania
Also doing business as
Crawford Wealth Management · Crawford Wealth Management, 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.
Forms ADV
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