Crews & Associates, Inc.

Crews & Associates, Inc. is a financial advisor firm based in Little Rock, Arkansas. Established in 1979, Crews offers various advisory programs and services to individuals, trusts, non-profits, businesses, and other client types. The firm specializes in non-discretionary and discretionary separately managed accounts. As an SEC-registered investment adviser, Crews acts as a fiduciary to its clients, placing their interests first. The firm's investment philosophy involves providing investment advice based on clients' goals, needs, risk tolerances, and economic situations. Clients have the option to participate in two advisory programs: Crews Investment Advisory and Crews Portfolios Advisory. The firm offers a wrap fee arrangement, where a single fee is charged based on the market value of assets in the client's account. Clients retain control over their investments and have the right to withdraw securities or cash, vote on shareholder proposals, and receive timely notifications of transactions. The minimum initial account values for Crews' programs are $50,000 for both IRA and non-IRA accounts. The firm's fee structure includes annualized fees based on assets under management, ranging from 1.25% to 2.00% depending on the account size. Clients may also incur additional fees related to account management and servicing. Crews' investment strategies involve various methods of analysis, including risk tolerance assessments using tools like Riskalyze. The firm discloses potential risks associated with investing, such as interest rate risk, market risk, and liquidity risk. Clients receive periodic performance reports and have the opportunity to impose restrictions on certain securities. The firm's team of financial advisers, led by President James Gould, is dedicated to providing personalized investment advice and maintaining a high standard of client service. Supervision of client accounts is conducted by Donnie Phillips, EVP and Investment Adviser Principal Supervisor and Manager. Additional information about individual advisers within the firm is available in the brochure supplement.