C
Crowley Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$27,000,000
Clients
27
26% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
27
TypicalAverage account size
$1,000,000
About
The firm provides discretionary asset management and related financial planning to individuals (including high‑net‑worth clients), trusts, small businesses and estates. It manages roughly $27 million across a small client roster and includes financial planning for asset‑management clients at no additional charge.
Portfolio management is tailored to each client’s objectives and risk tolerance, employing methods such as fundamental and technical analysis, charting and cyclical analysis, with periodic reviews and rebalancing. The firm may engage third‑party sub‑advisors to manage all or a portion of client assets and retains authority to select and terminate those sub‑advisors.
Distinctive features include a principal with prior experience at large brokerage firms and an outside insurance practice (approximately 5% of time) that generates commission income and is disclosed as a potential conflict of interest. The firm was recently established (registered in 2024), does not impose an account minimum, and does not vote client proxies (clients receive and vote their own proxies).
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Fee options
$0 - $999,999: 1.50% $1,000,000 - $2,499,999: 1.25% $2,500,000 - $4,999,999: 1.00% $5,000,000+: 0.85%
Main office location
Crowley Capital Management LLC
Prospect Heights IL, United States
Number of offices
1
Most active in
Crowley Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
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 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.
-
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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