Cruzan & Associates LLC

Overview

Cruzan & Associates LLC is an independent registered investment advisor organized as an LLC and owned by an individual principal. The firm serves individual and family clients and bills for advisory services on a percentage-of-assets-under-management basis. Its documented advisory activity focuses on financial planning services rather than institutional consulting or pension work. Filings show the adviser is not an active ESG investor, is not multi-state registered, and is not positioned as a capital allocator running pooled funds. The firm's regulatory filing characterizes its client relationships as non-discretionary, indicating clients retain final authority over trading decisions while the adviser provides guidance and planning. That setup, combined with the small asset base, suggests a boutique practice oriented toward hands-on planning and advice for a limited number of households.

Assets & Accounts

Public Holdings

Investments & Alternatives