Washginton, DC Office

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.