RIA Intel›Advisers›Oregon›CREST FINANCIAL, LLC

CREST FINANCIAL, LLC

Advisory

OR

Data as of Feb 10, 2026 · Source: SEC Form ADV

Average account

$298K

across 151 accounts

AUM per adviser

$45M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients53

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

53 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

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

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$44M

PETERSON, DAVID WALTER

$44M

NORTHWEST FINANCIAL PLANNING CORP

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