Crescent Capital Consulting Review

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The following automated report was generated using SEC and FINRA data and was last updated on May 31st, 2020*. For data support, email "". Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

Crescent Capital Consulting, registered in 2010, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 12 advisors. Crescent Capital Consulting manages $757.3 million and provides investment advisory services for 153 clients (1:13 advisor/client ratio).


Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 8
Minimum Investment No data
Average Client Balance $4,949,628
Total AUM $757.3 million
Advisor / Client Ratio 1:13
Headquarters New Orleans, LA
SEC Filings View SEC IAPD CRD #154925
State(s) Registered LA, TX

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*SEC data last verified 05/31/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.