# CRUMLY AND ASSOCIATES, INCORPORATED

CRUMLY AND ASSOCIATES, INCORPORATED of SPRINGFIELD, IL is an SEC-registered investment adviser.

## Registration

- CRD: 168998
- Type: SEC-registered investment adviser
- SEC file number: 801-81175
- Location: 1200 CENTRE WEST DRIVE, SPRINGFIELD, IL, 62704
- Phone: (217) 321-3210
- Latest filing: 2026-06-10
- Regulatory AUM: $1.2B
- Discretionary AUM: $779.9M
- Non-discretionary AUM: $399.7M
- Clients: 12
- Accounts: 1,691

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Kevin Wayne Crumly | CHAIRMAN OF THE BOARD, CHIEF INVESTMENT OFFICER AND WEALTH ADVISOR; CHAIRMAN OF THE BOARD, CHIEF INVESTMENT OFFICER, AND WEALTH ADVISOR | — |
| Scott Michael Norris | CHIEF EXECUTIVE OFFICER AND WEALTH ADVISOR; CHIEF EXECUTIVE OFFICER AND WEALTH MANAGER | — |
| Erin Michelle Crumly | PRESIDENT AND WEALTH ADVISOR; PRESIDENT AND WEALTH MANAGER | — |
| David Andrew Crumly | SECRETARY AND TREASURER | — |
| Todd Charles Green | SHAREHOLDER | — |
| Bridget Kathleen Johnson | CHIEF COMPLIANCE OFFICER | — |
| Ward Douglas Cantrall | WEALTH ADVISOR | — |
| Colleen Marie Gotsis | SHAREHOLDER | — |
| NORRIS KEITH MICHAEL | CHIEF EXECUTIVE OFFICER AND WEALTH MANAGER; VICE PRESIDENT; WEALTH MANAGER | — |
| GREEN JEREMY CHARLES | SHAREHOLDER | — |
| CRUMLY KEVIN WAYNE | CHAIRMAN OF THE BOARD AND CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| BABIAK COURTNEY JANE | CHIEF OPERATING OFFICER | — |
| BABIAK COURTNEY J | CHIEF OPERATING OFFICER | — |
| CRUMLY ERIN M | SECRETARY; WEALTH ADVISOR | — |
| Crumly David Andrew | SECRETARY; SECRETARY AND TREASURER | — |
| CRUMLY ERIN MICHELLE | PRESIDENT AND WEALTH MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168998/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168998/similar
- Related entities: https://search.stillhousedata.com/firm/168998/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168998

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.