RIA Intel›Advisers›Georgia›CRESCENT WEALTH ADVISORY, LLC

CRESCENT WEALTH ADVISORY, LLC

Advisory

ATLANTA, GA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in GA
#484
of 607 advisers by AUM
Average account
$559K
across 177 accounts
AUM per adviser
$20M
5 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM
$99M
Discretionary %
99.6%
Clients
62
Employees
5

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$99M
Discretionary AUM$99M
Non-Discretionary AUM$375K
Discretionary %99.6%
Total Clients62
Team
Total Employees5
Investment Advisers5
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InGA, LA, TN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

MERSEREAU, LAZENBY & ROCKAS, L.L.C.
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$99M
BROWN WEALTH MANAGEMENT, LLC
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$99M
ISLAND ASSET MANAGEMENT, LLC
SAINT SIMONS ISLAND, GA
$98M
FINANCIAL NETWORK CORP
ATLANTA, GA
$100M
0.0% 1Y
HARBINGER ALTERNATIVE ASSOCIATES, LLC
ATLANTA, GA
$100M
GLOBALCLEAR INVESTMENT & DEPOSITORY LLC
MARIETTA, GA
$100M
0.0% 1Y

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