# Riley S. Crosbie Advisory, LLC

> Riley S. Crosbie Advisory, LLC is an SEC-registered investment advisory firm in Logan, UT, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 9, 2026.

- CRD: 336507
- Filed as: RILEY S. CROSBIE ADVISORY, LLC
- Also doing business as: CROSBIE FINANCIAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Logan, UT
- Filing period: October 2026
- Form ADV filing dated: June 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336507
- AdvisorCensus page: https://advisorcensus.com/firm/riley-s-crosbie-advisory-llc-logan-ut-336507

## Quick answers

**How is Riley S. Crosbie Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Riley S. Crosbie Advisory, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Riley S. Crosbie Advisory, LLC located?**
Riley S. Crosbie Advisory, LLC's principal office is in Logan, UT, according to its Form ADV.

**Is Riley S. Crosbie Advisory, LLC registered with the SEC or a state?**
Riley S. Crosbie Advisory, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 336507.

**How much does Riley S. Crosbie Advisory, LLC manage?**
Riley S. Crosbie Advisory, LLC reports $118,881,531 in regulatory assets under management in its Form ADV filing dated June 9, 2026 (100% discretionary).

**What types of clients does Riley S. Crosbie Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (76); individuals (other than high net worth individuals) (21); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Which custodians does Riley S. Crosbie Advisory, LLC use?**
Riley S. Crosbie Advisory, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Riley S. Crosbie 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 SEC record: https://adviserinfo.sec.gov/firm/summary/336507

**Does Riley S. Crosbie Advisory, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 4, 2026 says: "There is no account minimum for any of RSCAL’s services."

**What changed in Riley S. Crosbie Advisory, LLC's recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in TX.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 4, 2026)

- Account minimum: None

> There is no account minimum for any of RSCAL’s services.

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

### Custodians (Schedule D, Section 5.K(3))
- 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: $118,881,531
- Discretionary: $118,881,531
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $4,627,016 |
| High net worth individuals | 76 | $103,744,183 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $9,001,531 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $1,508,801 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @riley-s-crosbie-cfp®-cpa-00b91893

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in TX.

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Riley S. Crosbie Advisory, LLC (CRD 336507): Form ADV filing data as of October 2026.