Crutchfield Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$55,000,000
Clients
101
Advisors
2
of 2 employees
About
Crutchfield Advisors is a two-advisor registered investment adviser that serves individuals (including both high-net-worth and non-HNW clients) as well as corporations, trusts, estates, retirement plans and government agencies. The firm offers discretionary portfolio management in a balanced format and provides ongoing financial planning as part of every client relationship, with in‑depth plans prepared using Morningstar Office available complimentary upon request.
The firm’s investment process blends fundamental security analysis with chart-based technical analysis and cyclical macro work, including attention to U.S. Treasury yield-curve relationships, and it adjusts asset mixes over time based on these factors. Crutchfield conducts its own research, supplements it with outside research, implements block trades where appropriate, and manages a mix of stocks, ETFs, bonds and other instruments while describing material risks associated with each strategy.
A few operational practices distinguish the firm from many peers: clients are required to custody assets with the firm’s recommended custodian (Fidelity), and the brochure states the firm typically pays custodian and transaction fees in most instances rather than passing them to clients. The adviser also does not accept custody of client funds, does not vote client proxies, and does not charge performance-based fees; additionally, the firm is led by a two-advisor, multi-generational ownership team.
Client services
Expertise
Fee options
up to 1.5% per year, paid quarterly, fees are negotiable
Main office
2201 Candun Drive, Suite 203
Apex NC 27523
Advisors at this office
2
Most active in
North Carolina
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
Advisors at this firm
Carolyn W
Series 66
Apex, NC
Crutchfield Advisors, Inc.
Carolyn Wasdell is a financial advisor at Crutchfield Advisors, Inc. with 19 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its affiliates from 2006 to 2014 before joining Crutchfield Advisors in 2015. Crutchfield Advisors is a two-advisor registered investment adviser serving individuals, corporations, trusts, estates, retirement plans, and government agencies. The firm uses a blend of fundamental, technical, and macroeconomic analysis to manage balanced portfolios and provides ongoing financial planning with in-depth plans prepared using Morningstar Office.
Wayland C
CFP®, Series 63, Series 65
Apex, NC
Crutchfield Advisors, Inc.
Wayland Crutchfield Jr. is a CFP® professional with 26 years of experience in the financial advisory industry. He has been with Crutchfield Advisors, Inc. since 2015, where he is one of two advisors at the firm based in Apex, NC. Crutchfield Advisors is a two-advisor registered investment adviser serving individuals, corporations, trusts, estates, retirement plans, and government agencies. The firm combines fundamental security analysis, technical charting, and macroeconomic research to manage balanced portfolios and provides comprehensive financial planning with in-depth plans available upon request.
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