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Ralph Taylor

Advisor at Crews & Associates, inc.

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Crews & Associates, inc. logo

Firm

Crews & Associates, inc.

Location

Chester, VA

Credentials

Series 66

Industry experience

19 years

About

Ralph Taylor is a financial advisor at Crews & Associates, Inc. with 19 years of industry experience. He holds a Series 66 designation and previously worked for Davenport & Company LLC for 11 years before joining Crews & Associates in 2025. Outside of his advisory role, he serves as an at-large representative on the Chesterfield County Health Center Commission, participating on the finance sub-committee. Crews & Associates provides wrap-fee advisory programs, separately managed accounts, and model-portfolio services to a diverse client base, including individuals, trusts, nonprofits, and institutions. The firm combines fundamental, technical, quantitative, and qualitative analysis in its investment process and uses Riskalyze’s Nitrogen tool to align portfolios with client risk tolerance.

Client services

Based on Crews & Associates, inc.

Financial planning Portfolio management

Expertise

Based on Crews & Associates, inc.

Wealth management Passive / index investing

Fee options

Percentage

$50,000 - $100,000: 2.00% annually $100,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001+: Negotiated

Other

Account minimum: $50,000 Fee-only: Standard advisory fees based on assets under management as per tiered schedule; fees are negotiable

Location

Chester, VA

Most active in

Arkansas · Virginia

Work history

Crews & Associates

2025 - Present (1 year)

Davenport & Company LLC

2014 - 2025 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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