Samuel Sutro Crawford

Employer firm

Ieq Capital, LLC CRD 301819

$56.8B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2016 → 05/2021
  Unemployed
  San Francisco, CA
• 06/2021 → 08/2021
  Rei
  Corte Madera, CA
• 09/2021 → 05/2022
  Unemployed
  San Francisco, CA
• 06/2022 → 08/2022
  Rei
  Corte Madera, CA
• 09/2022 → 05/2023
  Unemployed
  San Francisco, CA
• 06/2023 → 08/2023
  Bailard Inc.
  San Francisco, CA
• 06/2023 → 08/2023
  Main Street Research
  Sausalito, CA
• 09/2023 → 07/2024
  Unemployed
  San Francisco, CA
• 08/2024 → 12/2025
  Laird Norton Wetherby
  San Francisco, CA
• 01/2026 → Present
  Ieq Capital, Llc
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-23