Crescent Advisory Solutions, LLC

Overview

Crescent Advisory Solutions, LLC is a recently established limited liability company that provides fee-based financial planning and discretionary portfolio management for individuals and small businesses. The firm is registered with the SEC (registration year: 2026) and reports a percentage-of-AUM fee model. Ownership is listed as a mix of a domestic entity and an individual, and the firm is categorized as unclassified in the available snapshot. Service positioning is advisory-focused rather than capital allocation: the firm identifies its primary activities as financial planning services and portfolio management for individual and small-business clients. The profile indicates Crescent Advisory Solutions is not a multi-state adviser, is not an active ESG investor, and does not position itself as a pension consultant or capital allocator. It is also marked as a newly formed adviser.

Assets & Accounts