A complete list of active advisors currently associated with Crowley Capital Management LLC

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

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).

To learn more about the advisors currently working at Crowley Capital Management LLC, 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.