Crest Cap Advisors, Inc

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
3

Firm details

Headquarters
Atlanta, Georgia
CRD number
299551
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Crest Cap Advisors, Inc is a Georgia-registered corporate investment adviser that identifies and allocates capital through third-party managers. The firm is organized as an institutional RIA and is described as a capital allocator whose primary advisory activity is the selection of other advisers. Ownership is reported as individual. Crest Cap does not identify itself as an active ESG investor and is not described as operating across multiple states. Industry affiliations include a broker-dealer and a real estate broker.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Peter Van Nort

    Peter Van Nort

    Principal and Co-FounderCRD 2025103

  • Alexander Graham

    Alexander Graham

    FounderCRD 5657630

  • Michael Rice

    DirectorCRD 5753455

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

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
3060 Peachtree Rd Nw
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth