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Crabb Financial Strategies, Inc. (New Market)


Crabb Financial Strategies, Inc. is an adviser based in New Market. It manages $35.02 million of regulatory assets for 244 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Maryland and Pennsylvania.

Crabb Financial Strategies provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Crabb Financial Strategies: assets under management

The assets under management (AUM) of Crabb Financial Strategies, Inc. is $35.02 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $35.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $143.52 thousand each.
Crabb Financial Strategies has custody of $35.02 million in cash and securities for 244 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Crabb Financial Strategies, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New Market

The principal office where Crabb Financial Strategies, Inc. performs its advisory services is located at 1 W Main Street, New Market, MD 21774, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-865-6198 or by fax 301-865-7149. The normal business hours are 9:00am-5:00pm on Monday - Friday.


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