# Crescent City Retirement Group

> Crescent City Retirement Group is an SEC-registered investment advisory firm in Metairie, LA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 146666
- Filed as: CRESCENT CITY RETIREMENT GROUP
- Legal name: Crescent City Retirement Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Metairie, LA
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146666
- AdvisorCensus page: https://advisorcensus.com/firm/crescent-city-retirement-group-metairie-la-146666

## Quick answers

**How is Crescent City Retirement Group compensated?**
On its Form ADV (Item 5.E, October 2026), Crescent City Retirement Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Crescent City Retirement Group charge?**
Its Form ADV Part 2A brochure dated April 28, 2026 states: Hourly rate: $200 an hour (Financial Planning Services); Flat fee: up to $2,500 (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Crescent City Retirement Group located?**
Crescent City Retirement Group's principal office is in Metairie, LA, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Crescent City Retirement Group registered with the SEC or a state?**
Crescent City Retirement Group is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 146666.

**How much does Crescent City Retirement Group manage?**
Crescent City Retirement Group reports $130,923,958 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary).

**How have Crescent City Retirement Group's assets and staff changed since 2025?**
In the Form ADV data for Crescent City Retirement Group: Regulatory assets under management: $109,000,000 in the October 2025 data and $130,923,958 in the October 2026 data, up 20%. Total employees: 9 in October 2025 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Crescent City Retirement Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (918); high net worth individuals (15).

**Which custodians does Crescent City Retirement Group use?**
Crescent City Retirement Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Crescent City Retirement Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146666

**Does Crescent City Retirement Group state an account minimum?**
Its Form ADV Part 2A brochure dated April 28, 2026 says: "Crescent City does not require a minimum to open an account."

**What changed in Crescent City Retirement Group's recent Form ADV filings?**
In the February 2026 filing data: Employees performing advisory functions went from 1 to 4. Regulatory assets under management went from $109,000,000 to $124,565,342 (+14%). No longer lists an office in Baton Rouge, LA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated April 28, 2026)

- Account minimum: None

> Crescent City does not require a minimum to open an account.

- Hourly rate: $200 an hour (Financial Planning Services)

> Financial Planning Services are offered based on an hourly fee of $200 per hour.

- Flat fee: up to $2,500 (Financial Planning Services)

> Financial Planning Services are offered based on flat fees up to $2,500.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $130,923,958
- Discretionary: $130,923,958
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 918 | $99,814,484 |
| High net worth individuals | 15 | $31,109,474 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 12 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, LA, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Houma, LA
- Mandeville, LA

### Websites listed on Form ADV (Item 1.I)
- crescentcityretirement.com
- thefinancialhq.com/crescentcity
- theretirementkeys.com
- Facebook @CRESCENT-CITY-RETIREMENT-GROUP-LLC
- Instagram @crescentcityretirementgroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $109,000,000 | 9 | July 28, 2025 |
| October 2026 | $130,923,958 | 12 | April 28, 2026 |

Regulatory assets under management: $109,000,000 in the October 2025 data and $130,923,958 in the October 2026 data, up 20%.
Total employees: 9 in October 2025 and 12 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Employees performing advisory functions went from 1 to 4.
- Regulatory assets under management went from $109,000,000 to $124,565,342 (+14%).
- No longer lists an office in Baton Rouge, LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crescent City Retirement Group (CRD 146666): Form ADV filing data as of October 2026.