CRUMLY AND ASSOCIATES, INCORPORATED of SPRINGFIELD, IL is an SEC-registered investment adviser (CRD 168998). Regulatory assets under management: $1.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| 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 | — |