Advisors at this firm
James G
Series 66
Little Rock, AR
Crews & Associates, inc.
James Gould is a financial advisor at Crews & Associates, Inc. in Little Rock, AR, holding a Series 66 designation with three years of industry experience. Prior to joining Crews & Associates in 2023, he worked for eight years at Gwatney Buick GMC. Crews & Associates provides wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, businesses, and governmental entities. The firm employs a combined fundamental, technical, quantitative, and qualitative investment approach and uses Riskalyze’s Nitrogen tool to align client risk tolerance with model allocations.
James E
Series 66
Little Rock, AR
Crews & Associates, inc.
James Emmet is a financial advisor at Crews & Associates, Inc. in Little Rock, Arkansas, holding a Series 66 designation with one year of industry experience. Before joining Crews & Associates, he worked in various roles including at Central Distributors and Top 10 Wine & Spirits. Crews & Associates, Inc. manages approximately $149.4 million in assets on a non-discretionary basis, serving individuals, trusts, nonprofits, businesses, pension plans, and governmental entities. The firm employs a multi-disciplinary investment process and utilizes Riskalyze’s Nitrogen tool to align client risk tolerance with tailored model portfolios.
William H
Series 66
Little Rock, AR
Crews & Associates, inc.
William Harper is a financial advisor at Crews & Associates, Inc. in Little Rock, AR, holding a Series 66 designation with 14 years of industry experience. He has been with Crews & Associates since 2014. Crews & Associates, Inc. offers wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, businesses, and governmental entities. The firm combines fundamental, technical, quantitative, and qualitative analysis with risk assessment tools to tailor investment strategies, operating with a team of about 16 advisors managing approximately $149.4 million in assets on a non-discretionary basis.
Spencer S
Series 66
Little Rock, AR
Crews & Associates, inc.
Spencer Stone is a financial advisor at Crews & Associates, Inc. in Little Rock, AR, holding a Series 66 designation with three years of industry experience. His background includes roles in both financial services and other sectors, such as hospitality and education. Crews & Associates, Inc. offers wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, businesses, and governmental entities. The firm combines fundamental, technical, quantitative, and qualitative analysis with risk assessment tools to tailor investment strategies, while clients retain authority over trade decisions in its non-discretionary wrap arrangements.
Russell S
Series 63, Series 65
New York, NY
Crews & Associates, inc.
Russell Stoever is a financial advisor at Crews & Associates, Inc. with 50 years of industry experience. He has held advisory roles at Stoever, Glass & Company Inc. and its related entities since 1971. Stoever also serves as a director of Tridan Corp., an investment company, where he contributes to investment strategy decisions quarterly. Crews & Associates, Inc. manages approximately $149.4 million in assets on a non-discretionary basis and offers wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base, including individuals, trusts, nonprofits, and institutions. The firm employs a multi-disciplinary investment process and uses risk assessment tools to tailor portfolios across a range of risk tolerances.
Ralph T
Series 66
Chester, VA
Crews & Associates, inc.
Ralph Taylor is a financial advisor at Crews & Associates, Inc. with 19 years of industry experience. He holds a Series 66 designation and previously worked for Davenport & Company LLC for 11 years before joining Crews & Associates in 2025. Outside of his advisory role, he serves as an at-large representative on the Chesterfield County Health Center Commission, participating on the finance sub-committee. Crews & Associates provides wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base, including individuals, trusts, nonprofits, and institutions. The firm combines fundamental, technical, quantitative, and qualitative analysis in its investment process and uses Riskalyze’s Nitrogen tool to align portfolios with client risk tolerance.
James L
Series 63, Series 66
Searcy, AR
Crews & Associates, inc.
James Liles is a financial advisor with Crews & Associates, Inc. in Little Rock, AR, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with Crews & Associates since 2012. Crews & Associates, Inc. offers wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, businesses, pension plans, governmental entities, and institutions. The firm employs a multi-faceted investment approach combining fundamental, technical, quantitative, and qualitative analysis and uses Riskalyze’s Nitrogen tool to align client risk tolerance with appropriate model allocations.
Cole B
Series 66
Little Rock, AR
Crews & Associates, inc.
Cole Baggett is a financial advisor at Crews & Associates, Inc. in Little Rock, AR, holding a Series 66 designation with one year of industry experience. His work history includes roles at the University of Arkansas, Tyson Foods, and Springdale Country Club. Crews & Associates, Inc. offers wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, and institutional entities. The firm employs a multi-faceted investment approach that incorporates fundamental, technical, quantitative, and qualitative analysis, using Riskalyze’s Nitrogen tool to align client risk tolerance with appropriate model allocations.
Mark C
Series 66
Little Rock, AR
Crews & Associates, inc.
Mark Counts is a financial advisor at Crews & Associates, Inc. in Little Rock, AR, holding a Series 66 designation with four years of industry experience. His prior roles include positions at the University of Arkansas, Lindsey Management Co, and work in congressional offices. Crews & Associates, Inc. offers wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, and institutional investors. The firm employs a multi-disciplinary investment approach incorporating fundamental, technical, quantitative, and qualitative analysis, and uses Riskalyze’s Nitrogen tool to align client risk tolerance with model allocations.
Emma B
Series 66
Little Rock, AR
Crews & Associates, inc.
Emma Baird is a financial advisor at Crews & Associates, Inc. with one year of industry experience. She holds the Series 66 designation and has prior work experience at Central Tube and Bar, CASA, HH Architects, and the University of Central Arkansas. Baird serves as a board member for the Branson Commerce Park Community Improvement District. Crews & Associates, Inc. provides wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, businesses, and governmental entities. The firm employs a multi-disciplinary investment process and supports its programs through a team of about 16 financial advisers.
Damon M
Series 66
Little Rock, AR
Crews & Associates, inc.
Damon Meyer is a financial advisor at Crews & Associates, Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked at Crews & Associates since 2016, following a 16-year tenure at Simmons First Investment Group, Inc. Meyer also serves as a board member for FMI, an investment-related business. Crews & Associates, Inc. provides wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, businesses, and governmental entities. The firm employs a multi-disciplinary investment process and primarily offers non-discretionary management supported by a team of approximately 16 financial advisers.
Ronald W
Series 66
Clarksville, AR
Crews & Associates, inc.
Ronald Wylie is a financial advisor at Crews & Associates, Inc. with 27 years of industry experience. He holds a Series 66 designation and has been with Crews & Associates since 2003. Outside of his advisory role, he is president of M. Wylie Golf Concepts, a golf club repair and instruction business he has operated since 1996. Crews & Associates provides wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, businesses, pension plans, and governmental entities. The firm uses a combination of fundamental, technical, quantitative, and qualitative analysis along with Riskalyze’s Nitrogen tool to tailor investment strategies, operating primarily on a non-discretionary basis with client authority over trade decisions.
Wiley G
Series 63, Series 65
Little Rock, AR
Crews & Associates, inc.
Wiley Grubbs is a financial advisor with Crews & Associates, Inc. in Little Rock, Arkansas, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Crews & Associates since 2001. Outside of his advisory role, Grubbs owns and operates Grubbs Sailing, offering sailing lessons and cruises, and is also a yoga instructor. Crews & Associates provides wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, and institutions. The firm employs a multi-disciplinary investment process and offers non-discretionary management supported by a team of about 16 advisors.
Logan S
Series 66
Little Rock, AR
Crews & Associates, inc.
Logan Seifert is a financial advisor at Crews & Associates, Inc. with one year of industry experience. He previously worked at Edward Jones and has a background that includes roles outside finance, such as positions with Dairy Queen and Conway Parks and Recreation. He holds the Series 66 designation. Crews & Associates, Inc. offers wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a range of clients including individuals, trusts, nonprofits, and institutional investors. The firm employs a multi-disciplinary investment approach combining fundamental, technical, quantitative, and qualitative analysis, with a focus on non-discretionary client authority over trade decisions.
Charles C
Series 63, Series 65
Little Rock, AR
Crews & Associates, inc.
Charles Coleman is a financial advisor at Crews & Associates, Inc. in Little Rock, Arkansas, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Crews & Associates since 2015. Outside of his advisory role, he serves as a director for Kiwanis Activities of Little Rock Arkansas Inc., a community service organization. Crews & Associates provides wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base including individuals, trusts, nonprofits, businesses, and governmental entities. The firm employs a multi-disciplinary investment process and supports approximately $149.4 million in assets under management as of December 31, 2024.