Crimson Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,402,303
Total clients
5
100% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
5
Average account size
$1,680,461
About
Crimson Wealth primarily serves individual clients with discretionary and non-discretionary portfolio management and will occasionally work with corporations or family-office–type clients. The firm builds custom equity-focused portfolios for each client and allows client-imposed restrictions, and it currently manages roughly $8.4 million across five client accounts with a single advisor/owner.
The firm’s investment process combines a top‑down macroeconomic view with a disciplined bottom‑up analysis of U.S. equities, favoring a mix of low‑cost index and thematic ETFs overlaid with concentrated individual stock positions where it expects outperformance. Portfolios are generally buy‑and‑hold, limited to liquid securities on major U.S. exchanges, with minimal ex‑U.S. exposure, no routine use of leverage, and limited use of derivatives or short positions.
What is atypical for a firm of this size is its ownership and business affiliations: the sole owner also operates a consulting firm that sells insurance and provides occasional tax‑related and advisory services, holds a Community Development Entity license and markets New Markets Tax Credit opportunities under a distinct brand, and serves as CEO of a private business development company. These affiliated activities create potential cross‑business relationships and occasional product sales outside standard advisory services that the firm discloses and says it will manage as conflicts arise, distinguishing it from most peers.
Client services
Portfolio management
Expertise
Active portfolio management
Passive / index investing
Concentrated stock management
Fee options
$0 - $1,000,000: Up to 2.0% (fees capped at 2.0% for the first $1M, but typically lower for most clients) $1,000,000+: Lower than fee schedule for first $1M and lower than 2.0%
Minimum fee: Minimum fee of 0.50% (50 bps) Fee-only: Fees are based on a percentage of assets under management, no commissions or sales charges accepted.
Main office location
Crimson Wealth
Fairhope AL, United States
Number of offices
1
Most active in
Crimson Wealth has reported serving >5 clients in these states in the last 12 months.
Alabama
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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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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.
Forms ADV
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