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Crumly and Associates, Incorporated

● SEC registered since 2015CRD 168998SEC# 801-81175Springfield, IL
Export (members)
Reg. AUM
$969.8M
Employees
11
Accounts
1,500
Location
Springfield, IL

Crumly and Associates, Incorporated assets under management

Crumly and Associates, Incorporated operates as an SEC-registered investment adviser based in Springfield, IL. The firm has been registered since 2015. It reports $969.8 million in regulatory assets under management and employs 11 people.
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Crumly and Associates, Incorporated owners & executives

8 reported
NameTitleOwnershipSince
Bridget Kathleen Johnson ControlChief Compliance OfficerUnder 5%2025
Colleen Marie GotsisShareholder5-10%2025
David Andrew Crumly ControlSecretary And Treasurer5-10%2022
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Frequently asked questions

How much does Crumly and Associates, Incorporated manage?

Crumly and Associates, Incorporated reports $969.8 million in regulatory assets under management on its Form ADV.

How many employees does Crumly and Associates, Incorporated have?

Crumly and Associates, Incorporated reports 11 employees.

Where is Crumly and Associates, Incorporated located?

Crumly and Associates, Incorporated is based in Springfield, IL and has been SEC-registered since 2015.

Does Crumly and Associates, Incorporated disclose fund performance?

Crumly and Associates, Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address214 South Grand Avenue West, Springfield, IL 62704
Phone(217) 321-3210
Fax(217) 303-5422
Office hours8:00a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1759578
Discloses disciplinary historyNo

Assets under management

Discretionary$606.7M
Non-discretionary$363.1M
Total (RAUM)$969.8M