{
  "crd_number": 169641,
  "slug": "cresta-advisors-laredo-tx-169641",
  "primary_business_name": "CRESTA ADVISORS",
  "legal_name": "CRESTA ADVISORS, LTD.",
  "dbas": [],
  "city": "Laredo",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "29700",
  "metro": {
    "cbsa_code": "29700",
    "common_name": "Laredo",
    "msa_name": "Laredo, TX",
    "path": "/advisors/tx/laredo"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-04-09",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 786011371.0,
  "raum_discretionary": 782812259.0,
  "raum_non_discretionary": 3199112.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 12,
  "advisory_employees": 9,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 61763030.0,
      "count": 37,
      "description": "TRUSTS"
    },
    "charitable": {
      "raum": 12822854.0,
      "count": 12
    },
    "individuals": {
      "raum": 28869352.0,
      "count": 99
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 190089834.0,
      "count": 7
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 30994067.0,
      "count": 19
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 301993392.0,
      "count": 111
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 159478842.0,
      "count": 48
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://cresta401k.com",
    "https://crestaadvisors.com",
    "https://crestapublicfunds.com",
    "https://facebook.com/CRESTAADVISORS",
    "https://instagram.com/crestaadvisors",
    "https://linkedin.com/COMPANY/CRESTA-ADVISORS",
    "https://twitter.com/CRESTAADVISORS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/169641",
  "city_as_filed": "LAREDO",
  "url": "https://advisorcensus.com/firm/cresta-advisors-laredo-tx-169641",
  "display_name": "Cresta Advisors",
  "summary": "Cresta Advisors is an SEC-registered investment advisory firm in Laredo, TX, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Cresta Advisors (CRD 169641): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Cresta Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cresta Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Cresta Advisors located?",
      "a": "Cresta Advisors' principal office is in Laredo, TX, according to its Form ADV."
    },
    {
      "q": "Is Cresta Advisors registered with the SEC or a state?",
      "a": "Cresta Advisors is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 169641."
    },
    {
      "q": "How much does Cresta Advisors manage?",
      "a": "Cresta Advisors reports $786,011,371 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have Cresta Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Cresta Advisors: Regulatory assets under management: $321,323,962 in the October 2021 data and $786,011,371 in the October 2026 data, up 145%. Total employees: 7 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Cresta Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (111); individuals (other than high net worth individuals) (99); corporations or other businesses not listed above (48)."
    },
    {
      "q": "Which custodians does Cresta Advisors use?",
      "a": "Cresta Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Cresta Advisors report any disciplinary disclosures?",
      "a": "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/169641"
    },
    {
      "q": "What changed in Cresta Advisors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 7 to 9. Regulatory assets under management went from $533,116,218 to $786,011,371 (+47%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 321323962.0,
      "total_employees": 7,
      "filing_date": "2021-03-18"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 343397496.0,
      "total_employees": 7,
      "filing_date": "2022-03-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 348466711.0,
      "total_employees": 8,
      "filing_date": "2023-08-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 418038028.0,
      "total_employees": 7,
      "filing_date": "2024-08-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 533116218.0,
      "total_employees": 10,
      "filing_date": "2025-03-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 786011371.0,
      "total_employees": 12,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 9.",
        "Regulatory assets under management went from $533,116,218 to $786,011,371 (+47%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/cresta-advisors-laredo-tx-169641.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 99,
      "fewer_than_5": false,
      "raum": 28869352.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 111,
      "fewer_than_5": false,
      "raum": 301993392.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 19,
      "fewer_than_5": false,
      "raum": 30994067.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 12,
      "fewer_than_5": false,
      "raum": 12822854.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 190089834.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 48,
      "fewer_than_5": false,
      "raum": 159478842.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 37,
      "fewer_than_5": false,
      "raum": 61763030.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/169641",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}