RIA Intel›Advisers›Virginia›CRESTONE FINANCIAL ADVISORS, LLC

CRESTONE FINANCIAL ADVISORS, LLC

Advisory

VA

Data as of Aug 20, 2026 · Source: SEC Form ADV

Rank in VA

#581

of 588 advisers by AUM

Average account

$204K

across 228 accounts

AUM per adviser

$46M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 20, 2026.

Total AUM

$46M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$46M

Discretionary AUM$35M

Non-Discretionary AUM$11M

Discretionary %75.8%

Total Clients45

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, VA

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

45 clients

12 high-net-worth

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

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