Crew Capital Management, Ltd. | Financial Advisor in Cincinnati ,OH

11427 Reed Hartman Hwy
Cincinnati, OH 45241


Welcome to the Crew Capital Management. We believe that "Long-Term investment success" is founded on the following:

1) A potion of your investments need to be in equities (stocks)

2) Your portfolio must be diversified in non-correlated assets classes

3) You must re-balance to you target allocations - creates a "buy low sell high" mandate

In addition. on-going investment education is key. Therefore we offer monthly workshops to our clients to increase their understanding, think of it as "coaching".

E-mails us for link to a 5 minute video which previews the core of who Crew Capital is an how we can help you.

We hope our conversation and analysis entice you to think further on your investment strategies and planning. For further discussion, please contact us.

20 Years of Experience

General Information
Firm Start Year:   2003
No.of Employees:   2-4
States Licensed in:   OH,TX,KY
Number of Years with Current Firm:   13

Investment Types:   Mutual Funds , Alternative Investments , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , Options & Futures , Stocks , Annuities , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , At my office , At your home , At your office , Via email

Qualifications & Memberships
Financial Organization Memberships:   CFA Institute

Firm Information
Assets Managed by Firm:   $65,000,000

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record

Compensation & Fees
Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   100,000
Compensation Methods:   Flat Fee , Hourly , Based on Assets

Board Positions
Organization:  LADD -  Cincinnati, Ohio
Position :  President of the Board

Bachelor in Business Adminstration - Accounting and Finance  University of Cincinnati - Cincinnati, Ohio


Robert Jung

Robert Jung


Communities Served


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Awards & Recognitions

Five Star Professional

Financial Professional ? more