# Crescent Wealth Advisory, LLC

> Crescent Wealth Advisory, LLC is a state-registered investment advisory firm in Atlanta, GA, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 151156
- Filed as: CRESCENT WEALTH ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/151156
- AdvisorCensus page: https://advisorcensus.com/firm/crescent-wealth-advisory-llc-atlanta-ga-151156

## Quick answers

**How is Crescent Wealth Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Crescent Wealth Advisory, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Crescent Wealth Advisory, LLC located?**
Crescent Wealth Advisory, LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is Crescent Wealth Advisory, LLC registered with the SEC or a state?**
Crescent Wealth Advisory, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 151156.

**How much does Crescent Wealth Advisory, LLC manage?**
Crescent Wealth Advisory, LLC reports $99,027,243 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**What types of clients does Crescent Wealth Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (24); individuals (other than high net worth individuals) (22); corporations or other businesses not listed above (8).

**Does Crescent Wealth Advisory, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/151156

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $99,027,243
- Discretionary: $98,652,477
- Non-discretionary: $374,766

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $3,460,992 |
| High net worth individuals | 24 | $86,354,850 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $81,202 |
| Corporations or other businesses not listed above | 8 | $5,198,097 |
| Other | 7 | $3,932,102 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, LA, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [crescentwealthadvisory.com](https://crescentwealthadvisory.com)
- LinkedIn @CRESCENT-WEALTH-ADVISORY

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crescent Wealth Advisory, LLC (CRD 151156): Form ADV filing data as of October 2026.