How Does Crenshaw Capital Management Help Clients? – Key Takeaways:
Crenshaw Capital Management is a financial firm that specializes in providing expert investment advice and portfolio management services to its clients. With a team of experienced financial advisors and a wide range of financial services offered, Crenshaw Capital Management is dedicated to helping clients reach their financial goals and achieve long-term financial stability.
Facts and Insights
Founded in 2005, Crenshaw Capital Management has over 15 years of experience in the financial industry. As of December 2020, the firm has over $800 million in assets under management and a team of 10 advisors. The firm is registered with the Securities and Exchange Commission (SEC) and is based in Los Angeles, California.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $800 million | 10 |
Financial Services Offered
Crenshaw Capital Management offers a wide range of financial services to its clients, including investment management (both individual and institutional), financial planning, retirement planning, estate planning, tax planning, and risk management. The firm takes a personalized approach to each client’s financial situation and creates customized strategies to help them reach their unique goals.
Client Types
Crenshaw Capital Management serves a diverse range of clients, including high-net-worth individuals, families, institutions, and retirement plans. The firm’s services are tailored to each client’s specific needs and goals, and the team works closely with clients to understand their risk tolerance and financial objectives.
Fees & Compensation
Crenshaw Capital Management charges fees based on a percentage of the assets under management. These fees are typically between 0.5% to 1.5% of the client’s total assets, depending on the type and complexity of the services provided. The firm may also receive compensation from third-party providers for certain investments recommended to clients.
Background
Crenshaw Capital Management was founded by John Crenshaw, a highly experienced financial advisor with over 25 years of experience in the industry. Mr. Crenshaw holds various prestigious certifications, including Certified Investment Management Analyst (CIMA) and Certified Financial Planner (CFP), demonstrating his expertise and commitment to providing exceptional financial services to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Crenshaw Capital Management is required to disclose any potential conflicts of interest to its clients. The firm’s Form ADV, which is publicly available on the SEC’s website, outlines any disciplinary actions, past or pending legal proceedings, and any financial affiliations or compensation arrangements that may impact their advice to clients.