Unclaimed Profile

Andrew Jung

CREW CAPITAL MANAGEMENT, LTD.·CINCINNATI, Ohio

Series 65Clean record3 years registeredCREW CAPITAL MANAGEMENT, LTD.

4030 SMITH RD., CINCINNATI, OH 45209CRD# 7218858Firm CRD# 125402

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Jung · CINCINNATI, OH

Registration

CRD #7218858 · CREW CAPITAL MANAGEMENT, LTD. · 3 years registered

Brand Profile

Not yet started

Career History

CREW CAPITAL MANAGEMENT, LTD.

Feb 2023 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 11, 2023

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CREW CAPITAL MANAGEMENT, LTD.

CRD 125402 · SEC 801-119376

AUM

$183M

Regulatory assets under management

Employees

191 client accounts

Services offered by CREW CAPITAL MANAGEMENT, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CREW CAPITAL MANAGEMENT, LTD. →

Introduction

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Frequently Asked Questions

What services does Andrew Jung offer?

Andrew Jung specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Andrew Jung's credentials?

Andrew Jung is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Jung located?

Andrew Jung is based in CINCINNATI, Ohio, working with CREW CAPITAL MANAGEMENT, LTD.. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Andrew Jung charge for services?

Andrew Jung's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CREW CAPITAL MANAGEMENT, LTD.?

CREW CAPITAL MANAGEMENT, LTD. has approximately 7 employees and manages $183M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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