Crowley Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary asset management and related financial planning to individuals (including high‑net‑worth clients), trusts, small businesses and estates. It manages roughly $27 million across a small client roster and includes financial planning for asset‑management clients at no additional charge.
Portfolio management is tailored to each client’s objectives and risk tolerance, employing methods such as fundamental and technical analysis, charting and cyclical analysis, with periodic reviews and rebalancing. The firm may engage third‑party sub‑advisors to manage all or a portion of client assets and retains authority to select and terminate those sub‑advisors.
Distinctive features include a principal with prior experience at large brokerage firms and an outside insurance practice (approximately 5% of time) that generates commission income and is disclosed as a potential conflict of interest. The firm was recently established (registered in 2024), does not impose an account minimum, and does not vote client proxies (clients receive and vote their own proxies).
Client services
Expertise
Fee options
$0 - $999,999: 1.50% $1,000,000 - $2,499,999: 1.25% $2,500,000 - $4,999,999: 1.00% $5,000,000+: 0.85%
Main office
Prospect Heights IL
Advisors at this office
1
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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