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| Crumly and Associates Incorporated
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|---|---|
| CRD # | 168998 |
| SEC # | 801-81175 |
| CIK # | 0001759578 |
| AUM | 1,179.6 M (2026-06-10) |
| Employees | 12 (50% Investors, 0% Brokers) |
| Phone | 217-321-3210 |
| Address | 1200 Centre West Drive Springfield, IL 62704 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001759578 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Bitwise Bitcoin ETF | 7.9 | ||
| Apple Inc | 7.4 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 434 | 185.6 |
| (b) Individuals (high net worth individuals) | 139 | 418.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 58 | 387.3 |
| (h) Charitable organizations | 6 | 3.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 42 | 184.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,691 | 1,179.6 |
| By Discretionary | ||
| Discretionary | 1,533 | 779.9 |
| Non-Discretionary | 158 | 399.7 |
| Total | 1,691 | 1,179.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 29.4 | |
| United States Persons | 1,150.2 | |
| Total | 1,691 | 1,179.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001759578] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 198 (2 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
|
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1,175.7 M | |
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