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KS

Kevin T. Sedwick

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CRD#: 2862980
KS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kevin Troy Sedwick was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1998. Kevin had worked at 4 firms and has passed the Series 63, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

June 16, 2011 - November 11, 2019

CROW HOLDINGS CAPITAL

RIA
CRD#: 156925
DALLAS, TX
Past

December 7, 2000 - September 19, 2003

SANFORD C. BERNSTEIN & CO., LLC

BD
CRD#: 104474
NASHVILLE, TN
Past

September 30, 1999 - December 7, 2000

SANFORD C. BERNSTEIN & CO., INC.

BD
CRD#: 1232
NEW YORK, NY
Past

March 16, 1998 - August 30, 1999

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CH
CROW HOLDINGS CAPITAL
CH MULTI-FAMILY BTH ADVISORS, L.P. | FUND VIII MANAGERS, L.L.C. | FUND VII MANAGERS, L.L.C. (RELYING ADVISOR) | FUND VII MANAGERS, L.L.C. | DANIEL ISLAND INVESTMENT PARTNERS GP, L.L.C. | CROW HOLDINGS SELF-STORAGE ADVISORS, L.P. | CROW HOLDINGS RETAIL ADVISORS II, L.P. | CROW HOLDINGS RETAIL ADVISORS I, L.P. | CROW HOLDINGS REALTY PARTNERS INVESTOR VII-B, L.P. | CROW HOLDINGS REALTY ADVISORS VIII, L.P. | CROW HOLDINGS REALTY ADVISORS VII, L.P. | CROW HOLDINGS REALTY ADVISORS VI, L.P. | CROW HOLDINGS REALTY ADVISORS V, L.P. | CROW HOLDINGS REALTY ADVISORS IV, L.P. | CROW HOLDINGS PARTNERS | CROW HOLDINGS CAPTIAL PARTNERS, L.L.C. | CROW HOLDINGS CAPITAL REAL ESTATE | CROW HOLDINGS CAPITAL PARTRNERS, L.L.C. | CROW HOLDINGS CAPITAL PARTNERS, L.L.C. | CROW HOLDINGS CAPITAL PARTNERS | CROW HOLDINGS CAPITAL INVESTMENT PARTNERS | CROW HOLDINGS CAPITAL | CROW HOLDINGS | CROW FAMILY HOLDINGS REALTY ADVISORS, L.P. (RELYING ADVISOR) | CROW FAMILY HOLDINGS REALTY ADVISORS, L.P.

CRD#: 156925 / SEC#: 801-72434

RIA
Registered Investment Advisory firm - (6/14/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 4/20/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 3
Date: 10/18/2019
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 3/13/1998
General Securities Representative Examination

Current Firm

CH
CROW HOLDINGS CAPITAL
CH MULTI-FAMILY BTH ADVISORS, L.P. | FUND VIII MANAGERS, L.L.C. | FUND VII MANAGERS, L.L.C. (RELYING ADVISOR) | FUND VII MANAGERS, L.L.C. | DANIEL ISLAND INVESTMENT PARTNERS GP, L.L.C. | CROW HOLDINGS SELF-STORAGE ADVISORS, L.P. | CROW HOLDINGS RETAIL ADVISORS II, L.P. | CROW HOLDINGS RETAIL ADVISORS I, L.P. | CROW HOLDINGS REALTY PARTNERS INVESTOR VII-B, L.P. | CROW HOLDINGS REALTY ADVISORS VIII, L.P. | CROW HOLDINGS REALTY ADVISORS VII, L.P. | CROW HOLDINGS REALTY ADVISORS VI, L.P. | CROW HOLDINGS REALTY ADVISORS V, L.P. | CROW HOLDINGS REALTY ADVISORS IV, L.P. | CROW HOLDINGS PARTNERS | CROW HOLDINGS CAPTIAL PARTNERS, L.L.C. | CROW HOLDINGS CAPITAL REAL ESTATE | CROW HOLDINGS CAPITAL PARTRNERS, L.L.C. | CROW HOLDINGS CAPITAL PARTNERS, L.L.C. | CROW HOLDINGS CAPITAL PARTNERS | CROW HOLDINGS CAPITAL INVESTMENT PARTNERS | CROW HOLDINGS CAPITAL | CROW HOLDINGS | CROW FAMILY HOLDINGS REALTY ADVISORS, L.P. (RELYING ADVISOR) | CROW FAMILY HOLDINGS REALTY ADVISORS, L.P.

CRD#: 156925 / SEC#: 801-72434

RIA
Registered Investment Advisory firm - (6/14/2011 Approved)
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Contact information

Main Address
3819 Maple Ave, Dallas, TX 75219-3913
Mailing Address
Phone number
(214) 661-8000
Established
Firm type
Fiscal year end
# of Employees
152

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV - ANNUAL UPDATING AMENDMENT (3/28/2025)

Regulatory assets under management

Total Number of Accounts18
AUM (Assets Under Management)$ 13,950,022,655

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CROW HOLDINGS CAPITAL

CRD#: 156925

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