# Crestone Financial Advisors, LLC

> Crestone Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 20, 2026.

- CRD: 163340
- Filed as: CRESTONE FINANCIAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/163340
- AdvisorCensus page: https://advisorcensus.com/firm/crestone-financial-advisors-llc-163340

## Quick answers

**How is Crestone Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Crestone Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Crestone Financial Advisors, LLC registered with the SEC or a state?**
Crestone Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 163340.

**How much does Crestone Financial Advisors, LLC manage?**
Crestone Financial Advisors, LLC reports $46,495,527 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (76% discretionary).

**What types of clients does Crestone Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33); high net worth individuals (12).

**Does Crestone Financial Advisors, 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/163340

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $46,495,527
- Discretionary: $35,238,332
- Non-discretionary: $11,257,195

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $9,203,521 |
| High net worth individuals | 12 | $37,292,006 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crestonefinancialadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crestone Financial Advisors, LLC (CRD 163340): Form ADV filing data as of October 2026.