Crawford Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$86,039,943
Total clients
154
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
154
Average account size
$558,701
About
Crawford Asset Management is a state‑registered investment adviser overseeing about $86 million in discretionary assets across 154 accounts. The firm offers discretionary investment supervisory services and individual portfolio management and serves individuals, high‑net‑worth clients, pension and profit‑sharing plans, non‑profits, and corporate/LLC clients, while also providing pension consulting and managed‑account referral services.
The firm constructs portfolios through formal asset‑allocation programs and ongoing oversight, combining fundamental and technical analysis with macroeconomic inputs (including the Chicago Fed National Activity Index) to guide tactical and ETF‑focused strategies. It emphasizes long‑term investing, discourages market timing, typically maintains low turnover (under 10% annually), and may use margin or bespoke ETF themes in select accounts.
Notably, the firm provides portfolio management and pension consulting to institutional plan clients—services that are less common among independent advisers. Client portfolios show a pronounced tilt to large‑cap information technology and semiconductor/software ETFs (examples cited include Nvidia, Apple, ASML and Microsoft), with roughly 98% equity exposure, minimal cash, and virtually no bank‑sector holdings, which increases concentration risk.
Client services
Expertise
Fee options
$0+: 0.05% to 2.50% annually based on Asset Allocation Program $0+: 0.5% to 1.0% for Fixed Income & Equity Dividend Asset Allocation Program $0+: 1.0% to 1.5% for Balanced & Tactical Asset Allocation Program $0+: 1.5% to 2.5% for Tactical Asset Allocation Program
Hourly fees may apply for consulting services; specific rates not disclosed.
Account minimum: $50,000.00 Fee-only: Hourly or asset-based fees for Pension Consulting Services and Managed Accounts Advisory Referral Services, pricing based on project size, complexity, and duration.
Main office location
Crawford Asset Management, LLC
Glendale WI, United States
Number of offices
1
Most active in
Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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