Bank / Wealth / TrustRIA · CRD 166174SEC-Registered

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Crowe

Crowe LLP is an SEC-registered investment adviser in HILLSBORO, OH. The firm manages approximately $18 million in regulatory assets. It has 4 employees and 2...

Crowe logo

Crowe

Crowe LLP is an SEC-registered investment adviser in HILLSBORO, OH. The firm manages approximately $18 million in regulatory assets. It has 4 employees and 2 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

1942

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Hillsboro

Corporate office

Chicago, IL, United States

Principals

Mark Baer

CEO

Sector focus

Financial Services

Frequently asked questions

How does Crowe generate its revenue if it is an asset owner?

Crowe is not a traditional asset owner that deploys proprietary investment capital. Its classification stems from its role as a custodian and steward of client assets through audit and assurance engagements. The firm generates revenue through professional fees for audit, tax, and advisory services rather than through portfolio returns.

Who leads Crowe's strategic direction?

Mark Baer was elected CEO in April 2024, succeeding a prior chief executive who served for 18 years. Baer previously led the firm's audit and assurance practice, emphasizing a leadership pipeline grounded in the technical service lines that define Crowe's market identity.

What sectors does Crowe's advisory practice serve?

The firm maintains dedicated industry teams for financial services, healthcare, manufacturing and distribution, government, and private equity. Its advisory work spans regulatory compliance, cybersecurity, performance improvement, and technology implementation within these verticals.

How does Crowe's partnership structure differ from a traditional family office?

Crowe is a limited liability partnership owned by its practicing partners — not a vehicle for managing a single family's wealth. The firm's capital is its collective professional expertise, and its 'deployment' occurs through building practice areas and hiring technical specialists rather than making direct investments.

What is Crowe's international footprint?

Crowe operates primarily across major US metropolitan markets. For international client engagements, the firm works through the Crowe Global network, which connects member firms in various jurisdictions, though Crowe itself is a US-based partnership.

Does Crowe manage its own investment portfolio or make direct deals?

Crowe does not publicly operate a proprietary investment portfolio or direct-deal platform. The firm's institutional resources flow into professional-service delivery and internal technology development rather than principal investing. Any capital allocation occurs within a traditional partnership structure for pensions, working capital, and operational infrastructure.

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