CHRIS C CRENSHAW FINANCIAL SERVICES, LLC

RIASEC Registered
Total AUM
$42.8M
Discretionary
$42.8M
100% of AUM
Avg account
$3.1M
Accounts
14
Employees
1
Advisory reps
1

Firm details

Headquarters
DURHAM, North Carolina
CRD number
150166
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI88.95%
  • Individuals5.65%
  • Corporations / Businesses5.41%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Chris C Crenshaw Financial Services, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm focuses on fee-based wealth management, charging a percentage of assets under management for financial planning and discretionary portfolio management aimed at individuals, families and small-business clients; it also serves some institutional relationships. Advisory services emphasize personalized planning and portfolio oversight rather than pension consulting or acting as an allocator to external private funds. The firm does not identify as an active ESG investor and is not structured as a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • CHRISTOPHER CRENSHAW

    Founder and OwnerCRD 2101160

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DURHAM, NC

DURHAM

Location

DURHAM, NC

Headquartered in DURHAM, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
DURHAM
Address
2727 University Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth