Advisor at Crews Capital Management, LP
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Crews Capital Management, LP
Location
Cypress, TX
Credentials
Series 65
Industry experience
20 years
David Crews is the principal and sole advisor at Crews Capital Management, LP, an independent firm based in Cypress, TX. He holds a Series 65 designation and has 20 years of industry experience. Outside of advising, Crews is the majority owner of Midtown MMA, LLC, and the sole owner of Industrial Vending, LLC. He also serves on the board of directors for Phyco Biosciences, in which he holds an investment interest through Weston Fund, LP. Crews Capital Management provides discretionary portfolio management and financial planning services to individuals, trusts, estates, and private corporations. The firm emphasizes individualized stock selection and tax-aware portfolio adjustments, using fundamental analysis supported by screening tools and external research, and offers both traditional and performance-based fee arrangements to a small, concentrated client base.
Based on Crews Capital Management, LP
1.00% of assets under management plus 20% of all returns greater than 0%, paid annually
Account minimum: $200,000 for standard portfolio management; clients with assets under $200,000 may enter an entry program for $300/quarter Fee-only: Entry program at $300 per quarter for clients with assets under $200,000
Cypress, TX
Texas
Midtown MMA, LLC
2009 - Present (17 years)
Weston Fund, LP
2009 - Present (17 years)
Phyco Biosciences
2009 - Present (17 years)
Crews Capital Management, LP
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Houston, TX
Rewbix
Series 63, Series 66
Tomball, TX
Taylor Williams Private Wealth Management LLC
Series 65
Spring, TX
Blue Aris
Series 63, Series 65
Spring, TX
Ascending Assets
Series 65
Cypress, TX
Asset Lift Wealth Management, LLC
Series 63, Series 65
Houston, TX
Absolute Alpha Corp
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")