CREWS BANK & TRUST

What CREWS BANK & TRUST does

Crews Bank & Trust is a privately held US financial services company headquartered in Arcadia, founded in 1973 and operating with 101–250 employees under the website fsbarcadia.com. It functions as both a community bank/trust company and a registered SEC institutional investment manager, evidenced by its active 13F filings that disclose quarterly holdings in US-listed equities and exchange-traded funds. As a 13F filer, the firm manages discretionary assets exceeding the $100M institutional threshold and is referenced alongside other institutional investors such as JPMorgan Chase & Co. and Norges Bank in Q4 2025 portfolio disclosures.

The company's disclosed investment portfolio spans multiple asset classes and vehicles, including significant single-name equity positions (notably Apple Inc. at approximately $19.8M as its eighth-largest holding), defined-maturity corporate bond ETFs (Invesco BulletShares 2030 Corporate Bond ETF at ~$16.06M), preferred securities ETFs (SPDR ICE Preferred Securities ETF at ~$4.38M), term corporate bond ETFs (iShares iBonds Dec 2030 Term Corporate ETF at ~$1.69M), large-cap growth ETFs (Schwab U.S. Large-Cap Growth ETF), international equities (Vanguard Total International Stock ETF), gold (SPDR Gold MiniShares Trust), and growth equities (Netflix, Inc.). Recent quarterly activity shows a defensive tilt toward investment-grade corporate bonds and gold alongside selective growth-equity accumulation, and reductions in preferred securities and large-cap single names.

The business model combines traditional community banking and trust services — generating net interest income, fee, and fiduciary revenue from local deposit, lending, and trust relationships in the Arcadia market — with proprietary institutional asset management, where the firm deploys its own capital (or client capital) across diversified ETF and equity positions. The 13F structure indicates a regulated investment-management franchise, though the source data does not disclose client AUM mix, fee schedules, customer segments, or unit economics. Ownership is undisclosed, with no parent company, subsidiaries, or external investors identified in the available material.

Name

CREWS BANK & TRUST

Legal name

Crews Bank & Trust

Website

https://fsbarcadia.com

Company type

Private

Founded year

1973

Operating status

Operating

Headcount range

101–250 employees

Short description

Crews Bank & Trust is a privately held, Arcadia-based US community bank and trust company founded in 1973 that also operates as a SEC-registered institutional investment manager, managing diversified ETF and equity portfolios disclosed via 13F filings.

Ownership category

akta.pro rank

Product category

Community Banking and Trust Services

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Finance Services (6199), Investment Advice (6282)

akta.pro primary industry

Corporate & Institutional Trust Services (FSAAANAB)

Keywords

• Community banking services
• Trust and estate services
• Institutional investment management
• Securities portfolio management
• Retail financial services

Headquarters

HQ city

Arcadia

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure

Core offering

CREWS BANK & TRUST is a community bank and trust company headquartered in Arcadia, USA, founded in 1973 with 101–250 employees. As an SEC 13F filer, the firm manages an institutional investment portfolio that includes significant positions in U.S.-listed equities and exchange-traded funds such as Apple Inc., Invesco BulletShares 2030 Corporate Bond ETF, iShares iBonds Dec 2030 Term Corporate ETF, SPDR ICE Preferred Securities ETF, Schwab U.S. Large-Cap Growth ETF, and others, alongside traditional banking and trust services for clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Institutional Investment Portfolio Management (13F-Filed Holdings)

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves6 records

Expansion highlights3 records

Direct peers

• Seacoast Banking Corporation of Florida: Florida-headquartered community banking franchise offering deposit, lending, and wealth management services in the same regulatory and competitive set as Crews Bank & Trust, with overlapping Florida footprint and trust offerings.
• SouthState Corporation: Southeast US community bank holding company providing commercial banking and wealth/trust services; directly comparable to Crews on community-banking model with a regional Florida presence and similar product mix.

Broad incumbents

• First Horizon Corporation: Regional bank with community banking and capital markets businesses; comparable to Crews on the community-banking/wealth management axis but at meaningfully larger scale and broader geography.
• Cadence Bancorporation: Regional bank providing commercial, retail, and wealth services across the Southeast and Texas; broader regional competitor with trust capabilities analogous to Crews' institutional investment management.
• United Community Banks: Community-focused regional bank with wealth management operations; comparable operating model to Crews with broader geographic diversification and a more developed institutional investment platform.
• Pinnacle Financial Partners: Community banking and wealth management franchise with a Southeastern US presence; comparable to Crews on banking-plus-trust product mix, though at significantly larger scale.
• Northern Trust: Large trust and wealth management institution offering institutional and personal trust services; comparable to Crews' trust/institutional investment management activity but at vastly greater scale and global reach.
• Bank of New York Mellon (Wealth Management): Global trust and investment manager with a US personal and institutional wealth arm; comparable to Crews on the trust-custody and institutional asset management axis, though at enterprise scale.
• Huntington Bancshares (Florida wealth footprint): Mid-size regional bank with wealth management and commercial banking; comparable to Crews via the regional bank + trust services construct, with overlap in consumer and small-business banking.

Regional players

• Iberiabank / First Horizon (Florida franchise peers): Louisiana- and Florida-rooted community banks (acquired by First Horizon) representing the legacy regional peer set for Florida community banking; comparable customer base and community-bank operating model as Crews.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CREWS BANK & TRUST