AUMdb
CC

Crow Capital Management Llc

State-registered Investment Adviser · Boutique (under $100M) CRD 337673 ·
☆ Save with Pro ADV data as of Jul 20, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
0
Avg AUM / client
Accounts
0
Employees
1

AUM over time

$0 $0
Mar 16, 2026 Jul 20, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jul 20, 2026

Who they serve

Client typeClientsAUM% of AUM

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Charles Sumner Crow Registered representative Dec 2025 (1y)

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)

FormPeriodSize
Form ADV (full filing) 07/20/2026 985 KB 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
  • Performance-based fees

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients

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 20, 2026.

View current Form ADV (SEC/IAPD) ↗