CRESCENT ADVISORY SOLUTIONS, LLC
  • CRESCENT ADVISORY SOLUTIONS, LLC
  • CRESCENT PRIVATE WEALTH

Adviser Profile

As of Date 10/16/2026
Registration SEC, 120-Day Approval, 10/23/2026
ADV Location CARY, NC, United States
Contact Info 919 xxxxxxx
AUM* 0
of that, discretionary 0
Number of Employees 11
of those in investment advisory functions 5
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days

Client Types

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees