9AT: CROW FINANCIAL ADVISORS

Adviser Profile

As of Date	05/10/2025
Registration status	Terminated
ADV Location	ALBUQUERQUE, NM, United States
Contact Info	505 xxxxxxx
Websites

AUM^*	143,669,126 10%
of that, discretionary	143,669,126 10%
Number of Employees	3
of those in investment advisory functions	2
Private Fund GAV^*	0
Avg Account Size	246,854 9%
% High Net Worth	14.71% 14%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser PROSPECT FINANCIAL SERVICES LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM431.0m	#Funds-
Adviser PENSION & WEALTH MANAGEMENT ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM529.8m	#Funds-
Adviser TAYLOR FINANCIAL GROUP, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM410.0m	#Funds-
Adviser STONEHEARTH CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM425.4m	#Funds-
Adviser JFR FINANCIAL SERVICES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM276.6m	#Funds-
Adviser LAKE HILLS WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM206.9m	#Funds-
Adviser LIGHTHOUSE RETIREMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM284.6m	#Funds-
Adviser CHRISTENSEN GROUP FINANCIAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM24.8m	#Funds-
Adviser KENNEDY INVESTMENT GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM633.2m	#Funds-
Adviser IAG WEALTH PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.9b	#Funds-

Brochure Summary

Overview

Crow Financial Advisors, Inc. is a SEC registered investment adviser with its principal place of business located in Albuquerque, New Mexico. Crow Financial Advisors began as Asset Management Consultant Services in 1978. In August 2001, Asset Management Consultant Services was purchased by Reliance Capital Advisors, Inc but did not begin to use the new name until July 2005. On April 1, 2007, FGM Holdings LLC purchased us from Reliance Capital Advisors. Our name was changed to Tributary Advisors, Inc doing business as Crow Financial Advisors in January 2008. On January 1, 2009 Crow Financial Advisors Ltd. Co. was formed upon the purchase of this company from Tributary Advisors and FGM Holdings and is once again an independent investment advisory firm owned by Tom and Vicki Crow. In 2018, Crow Financial Advisors purchased High Desert Investments. Tom Crow is the principal and supervisor of the firm. Vicki Crow is the Chief Compliance Officer. Crow Financial Advisors offers the following advisory services to our clients: INDIVIDUAL PORTFOLIO MANAGEMENT Our firm provides asset management of client funds based on the individual needs of the client. Through personal discussions in which goals and objectives based on the client's particular circumstances are established, we develop the client's personal investment strategy. We create and manage a portfolio based on that strategy. During our data-gathering process, we determine the client’s individual objectives,

time horizons, risk tolerance, and liquidity needs. As appropriate, we may also review and discuss a client’s prior investment history, as well as family composition and background. We manage these advisory accounts on a discretionary basis. Account supervision is guided by the client's stated objectives (i.e., maximum capital appreciation, growth, income, or growth and income), as well as tax considerations. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. Once the client's portfolio has been established, we review the portfolio quarterly, and if necessary, rebalance the portfolio based on the client's individual needs. Our investment recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company and will generally include advice regarding the following securities:
• Exchange-listed securities
• Securities traded over-the-counter
• Foreign issuers
• Certificates of deposit
• Municipal securities
• United States governmental securities Because some types of investments involve certain additional degrees of risk, they will only be recommended when consistent with the client's stated investment objectives, tolerance for risk, liquidity and suitability. AMOUNT OF MANAGED ASSETS As of 12/31/2023, we were actively managing $130,306,523.00 of client's assets on a discretionary basis.

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CROW FINANCIAL ADVISORS CROW FINANCIAL ADVISORS ASSET MANAGEMENT-CONSULTANT SERVICE VISION CAPITAL ADVISERS TRIBUTARY ADVISORS, INC. RELIANCE CAPITAL ADVISORS, INC. KEEN INSIGHT GROUP CROW FINANCIAL ADVISORS LTD. CO BENNETT FINANCIAL ADVISORS

Related Companies

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

CROW FINANCIAL ADVISORS

CROW FINANCIAL ADVISORS

ASSET MANAGEMENT-CONSULTANT SERVICE

VISION CAPITAL ADVISERS

TRIBUTARY ADVISORS, INC.

RELIANCE CAPITAL ADVISORS, INC.

KEEN INSIGHT GROUP

CROW FINANCIAL ADVISORS LTD. CO

BENNETT FINANCIAL ADVISORS