Crabel Capital Management, Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 6
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 60
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 16, 2026
Investments (13F portfolio — 18 positions, $10,807,824)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | I Shares Tr | iBOXX Hi Yd ETF | $1,619,046 | 20,350 | 15.0% | — |
| 2 | Oracle Corp | COM | $1,061,399 | 7,215 | 9.82% | — |
| 3 | Unitedhealth Group Inc | COM | $770,911 | 2,849 | 7.13% | — |
| 4 | Disney Walt Co | COM | $769,402 | 7,983 | 7.12% | — |
| 5 | Microsoft Corp | COM | $766,622 | 2,071 | 7.09% | — |
| 6 | Berkshire Hathaway Inc Del | CL B NEW | $763,366 | 1,593 | 7.06% | — |
| 7 | Comcast Corp New | CL A | $758,317 | 26,413 | 7.02% | — |
| 8 | I Shares Tr | 20 Yr Tr BD ETF | $665,779 | 7,680 | 6.16% | — |
| 9 | Vanguard Index Fds | TOTAL STK MKT | $648,678 | 2,022 | 6.0% | — |
| 10 | Boeing Co | COM | $513,696 | 2,581 | 4.75% | — |
| 11 | Home Depot Inc | Com | $494,651 | 1,504 | 4.58% | — |
| 12 | Ishares Tr | MSCI USA MIN VOL | $463,700 | 5,000 | 4.29% | — |
| 13 | I Shares Tr | MSCI Emg Mkt ETF | $335,970 | 5,916 | 3.11% | — |
| 14 | Adobe Inc | COM | $273,465 | 1,125 | 2.53% | — |
| 15 | Intel Corp | Com | $227,887 | 5,164 | 2.11% | — |
| 16 | Visa Inc | COM CL A | $227,587 | 753 | 2.11% | — |
| 17 | Procter And Gamble Co. | Com | $225,615 | 1,562 | 2.09% | — |
| 18 | Verizon Communications Inc | COM | $221,733 | 4,417 | 2.05% | — |
Top 25 of 18 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 6 | $0 | — |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Crabel, William, Harrison | Managing Member | Aug 1997 (29y) | ≈ 28.13% – 75% via Crabel Holdings Llc | |
| Wick, Constance, Rae | Chief Compliance Officer | Oct 2015 (11y) | Less than 5% | |
| Pomada, Michael, Richard | Chief Executive Officer And President | Jul 2016 (10y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Crabel Investments Group, Llc | Manager | Jan 2020 | A | 75% or more |
| Rusin, Richard Swanson | Chief Operating Officer | Jul 2016 | A | Less than 5% |
| Crabel Holdings Llc | Manager | Jan 2020 | B | ≈ 56.25% – 100% via Crabel Investments Group, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Crabel, William, Harrison: 50% – 75% of Crabel Holdings Llc × 75% – 100% of Crabel Investments Group, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Crabel Holdings Llc: 75% – 100% of Crabel Investments Group, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗