A complete list of active advisors currently associated with Crew Capital Management, LTD.

Warmer can help you find a great advisor at Crew Capital Management, LTD. or one who fits your needs even better.

Crew Capital Management, Ltd. provides investment counsel, discretionary portfolio management, and financial planning to individuals, retirement plans, trusts, and other institutions. As of December 31, 2025 the firm reported approximately $235 million in assets under management across about 203 client accounts and generally maintains a $250,000 account minimum (subject to waiver). The firm builds portfolios through an asset-allocation process driven by each client’s goals, risk tolerance, tax status and financial situation, with an Investment Committee that reviews accounts on an ongoing basis. CCM actively manages accounts using combinations of individual securities, mutual funds, ETFs and third‑party money managers, and it may recommend private funds or IRA rollovers where appropriate while disclosing potential conflicts and conducting due diligence. Notably, CCM operates an Insurance Diligence Solutions (IDS) offering that provides third‑party investment-advisory diligence and oversight for private placement life insurance companies, a service not common among similarly sized advisers. The firm’s founder also holds an ownership interest in F/M Investments, which offers proprietary mutual funds and ETFs that CCM may recommend (a disclosed conflict), and CCM uses independent promoters for client referrals with written disclosure and fee-sharing arrangements when applicable.

To learn more about the advisors currently working at Crew Capital Management, LTD., 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.

You can also browse Crew Capital Management, LTD.'s office locations.

Name	Location	Years of experience
Tyler Almeida	Cincinnati, OH	17
Peter Baden	Cincinnati, OH	22
Rick Bell	Cincinnati, OH	19
Adam Croll	Washginton, DC	11
Andrew Jung	Cincinnati, OH	3
Robert Jung	Cincinnati, OH	20
Matthew Swendiman	Cincinnati, OH	23

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support