Cade Stewart Mellies

Employer firm

Crewe Advisors CRD 173920

$3.05B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → Present
  Crewe Capital
  Salt Lake City, UT
• 04/2024 → Present
  Crewe Advisors
  Salt Lake City, UT

Other Businesses

I volunteer for the Crewe Cup. The Crewe Cup is a golf tournament with profits donated to charity. I help organize the event. The Crewe Cup is located at 650 S Main St, Suite 777, Salt Lake City, UT 84101. The company is not investment related. I spend, on average, five hours per month on this entity, which may or may not be during securities trading hours. I started my association with the Crewe Cup in 2016. On occasion, I interpret for Utah Courts and Hospitals when they are in need of a Romanian translator. This is not investment related. I spend, on average, zero to one hour per month on this, which may or may not be during securities trading hours. I am a member of Crewe Partners, which focuses on alternative investments. The company is located at 650 S Main St, Suite 777, Salt Lake City, UT 84101 and is investment related. I spend on average 10 hours per month on this entity, which may or may not be during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-28
• S63 Uniform Securities Agent State Law Examination
  2016-11-22