RIA Intel›Advisers›Illinois›CRUMLY AND ASSOCIATES, INCORPORATED

CRUMLY AND ASSOCIATES, INCORPORATED

Advisory

N·SPRINGFIELD, IL

Data as of Mar 5, 2026 · Source: SEC Form ADV

Total AUM
$1.2B
1-Year AUM Growth
+15.3%
3-Year CAGR
+22.1%
Employees
6
Assets Under Management
Total AUM$1.2B
Discretionary AUM$780M
Non-Discretionary AUM$400M
Discretionary %66.1%
Total Clients613
Team
Total Employees6
Investment Advisers12
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record29
First FilingMar 17, 2015
Latest FilingMar 5, 2026
🔒 Full AUM trend chart and 29 historical filings spanning 11+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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