Overview
Assets Under Management: $193 million
Headquarters: SENECA, SC
High-Net-Worth Clients: 76
Average Client Assets: $1.7 million
Frequently Asked Questions
CRESCENT FINANCIAL ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153101), CRESCENT FINANCIAL ADVISORS is subject to fiduciary duty under federal law.
CRESCENT FINANCIAL ADVISORS is headquartered in SENECA, SC.
CRESCENT FINANCIAL ADVISORS serves 76 high-net-worth clients according to their SEC filing dated October 10, 2025. View client details ↓
According to their SEC Form ADV, CRESCENT FINANCIAL ADVISORS offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
CRESCENT FINANCIAL ADVISORS manages $193 million in client assets according to their SEC filing dated October 10, 2025.
According to their SEC Form ADV, CRESCENT FINANCIAL ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.23%
Average Client Assets: $1.7 million
Total Client Accounts: 824
Discretionary Accounts: 824
Regulatory Filings
CRD Number: 153101
Filing ID: 2020326
Last Filing Date: 2025-10-10 09:23:03