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CRUSE INVESTMENTS
CRUSE, JOHN MICHAEL
CRD 168568
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$58.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-02-04
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $4.0M |
| High net worth individuals | 59 | $52.9M |
All web addresses on file
Official SEC filing: View on IAPD