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Crews & Associates, inc.

Updated today

Client assets under management

$162,952,172

Clients

326

15% high-net-worth

Advisors

31

of 145 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

11

Very Low

Average account size

$499,853

About

Crews & Associates provides wrap-fee advisory and portfolio management services to a mix of individual and institutional clients, including individuals, high‑net‑worth clients, trusts, non‑profits, businesses, pension and profit‑sharing plans, governmental entities, and banks. The firm offers client‑directed programs that include separately managed accounts and model portfolios, financial planning, and custodial services through Pershing.

Crews describes its advisory role as fiduciary and typically delivers advice on a non‑discretionary basis, working with clients to set goals and risk tolerances and then recommending or implementing model allocations; the firm uses a Riskalyze (Nitrogen) risk‑number process to align portfolios with client risk profiles and generally rebalances after discussion with the client. Clients may impose investment restrictions and receive periodic monitoring and performance reporting at least annually.

The firm’s structure and activities are noteworthy relative to peers: Crews is a wholly owned, non‑bank subsidiary of First Security Bancorp and an affiliate of First Security Bank, is registered as both a broker‑dealer (FINRA/SIPC member) and as a municipal advisor with the SEC and MSRB, and is also registered as an insurance agency with many advisers licensed as insurance producers. Crews discloses regulatory matters in its broker‑dealer and municipal securities business, including recent FINRA and SEC actions concerning municipal bond transactions, and, as of December 31, 2025, reports $181,087,303 in assets managed on a non‑discretionary basis and $0 on a discretionary basis.

Client services

Financial planning Portfolio management

Expertise

Wealth management Passive / index investing

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Fee options

Percentage

$50,000 - $100,000: 2.00% annually $100,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001+: Negotiated

Other

Account minimum: $50,000 Fee-only: Standard advisory fees based on assets under management as per tiered schedule; fees are negotiable

Main office location

Crews & Associates, inc.

4007 N Rodney Parham Road

Little Rock AR 72212, United States

Number of offices

10

Most active in

Arkansas · California · Louisiana

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Wealth management Passive / index investing
user avatar

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.

Wealth management Passive / index investing
user avatar

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.

Wealth management Passive / index investing
user avatar

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.

Wealth management Passive / index investing
user avatar

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.

Wealth management Passive / index investing
user avatar

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.

Wealth management Passive / index investing
user avatar

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.

Wealth management Passive / index investing
user avatar

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.

Wealth management Passive / index investing
user avatar

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.

Wealth management Passive / index investing
user avatar

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.

Wealth management Passive / index investing
user avatar

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.

Wealth management Passive / index investing
user avatar

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.

Wealth management Passive / index investing
user avatar

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.

Wealth management Passive / index investing
user avatar

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.

Wealth management Passive / index investing
user avatar

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.

Wealth management Passive / index investing
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