# CREWE ADVISORS LLC

CREWE ADVISORS LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 173920
- Type: SEC-registered investment adviser
- SEC file number: 801-80723
- Location: 650 S. MAIN STREET, SUITE 700, SALT LAKE CITY, UT, 84101
- Phone: 385-355-2700
- Latest filing: 2026-07-21
- Regulatory AUM: $3.1B
- Discretionary AUM: $3.0B
- Non-discretionary AUM: $10.2M
- Clients: 32
- Accounts: 1,985

## Business model

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

## Officers, owners & control persons (31)

_Showing 25 of 31 people._

| Name | Role | Location |
| --- | --- | --- |
| Seth Byron Merrill | CHIEF INVESTMENT OFFICER | American Fork, UT |
| Ryan Paul Halliday | ELECTED MANAGER; MANAGING PARTNER; MEMBER | — |
| Emelie Camille Halliday | MEMBER | — |
| Michael Patrick Bennett | MEMBER | — |
| Daniel David Sudit | MEMBER; PARTNER | — |
| Veronica Isaac Sudit | MEMBER | — |
| Hayley Nicole Nelson | CHIEF COMPLIANCE OFFICER | — |
| Jason Richard Miller | ELECTED MANAGER; PRESIDENT AND CHIEF OPERATING OFFICER | — |
| Ryan Schlappi | TRUSTEE | — |
| Stephanie Ann Schlappi | TRUSTEE | — |
| James Davenport | TRUSTEE | — |
| Casey Dewayne Kotter | TRUSTEE | — |
| Nicholas Michael Trepp | ELECTED MANAGER | — |
| Dustin Chad Thackeray | CHIEF INVESTMENT OFFICER/PARTNER | — |
| MILLER JOSEPH RICHARD | CHIEF OPERATING OFFICER | — |
| HALLIDAY RYAN PAUL | CEO; CEO, CCO; MANAGING MEMBER & CCO (+3 more) | — |
| THACKERAY DUSTIN CHAD | CCO; CHIEF INVESTMENT OFFICER/PARTNER; MEMBER (+2 more) | — |
| HALLIDAY EMELIE | MEMBER | — |
| BENNETT MICHAEL PATRICK | MEMBER; OWNER | — |
| SUDIT DANIEL DAVID | CHIEF COMPLIANCE OFFICER/PARTNER; MEMBER; PARTNER | — |
| Sudit Veronica | MEMBER | — |
| ALDERETE MARIA DEL CARMEN | CHIEF COMPLIANCE OFFICER | — |
| HALLIDAY EMELIE CAMILLE | MEMBER | — |
| SUDIT VERONICA ISAAC | MEMBER | — |
| NELSON HAYLEY NICOLE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173920/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173920/similar
- Related entities: https://search.stillhousedata.com/firm/173920/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173920

---

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.