RILEY S. CROSBIE ADVISORY, LLC

RIASEC RegisteredEst. 2026

Total AUM

$119M

Discretionary

$119M

100% of AUM

Avg account

$362K

Accounts

328

Employees

Advisory reps

Firm details

Headquarters: LOGAN, Utah
CRD number: 336507
Registered since: May 15, 2026
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI87.27%
Pension & Profit Sharing Plans7.57%
Individuals3.89%
Corporations / Businesses1.27%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Riley S. Crosbie Advisory, LLC is an independent registered investment adviser organized as an LLC and listed with SEC registration in 2026. The firm is owned by an individual and serves a mix of individual and family clients as well as some institutional relationships. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Compensation is billed as a percentage of assets under management. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant. Reported industry affiliations include other investment adviser activity, commodity pool operator/commodity trading adviser activity (CPO/CTA), and ties to an insurance company.