A complete list of active advisors currently associated with Crawford Wealth Management

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

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.

To learn more about the advisors currently working at Crawford Wealth Management, 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.