Cases / Investment funds & advisory
Crew Capital Group LLC, Wealth Navigation Advisors
Stephen Romney Swensen
This entry summarizes public reporting and government filings. Charges and civil complaints are allegations unless a court has entered a conviction or judgment — check the source for the current status.
- Company / entity
- Crew Capital Group LLC, Wealth Navigation Advisors
- Industry
- Purported co-managed investment fund
- How investors were recruited
- Personal "friend" network built over a decade (50+ investors)
- Pitch & red flags
- "a minimum 5% annual return and up to 10% if the S&P 500 performed well"; claimed fund was co-managed by a reputable firm
Pitch phrases from this case
Source
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