# River Crescent Advisors, LLC

> River Crescent Advisors, LLC is an SEC-registered investment advisory firm in Suffolk, VA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 334629
- Filed as: RIVER CRESCENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Suffolk, VA
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334629
- AdvisorCensus page: https://advisorcensus.com/firm/river-crescent-advisors-llc-suffolk-va-334629

## Quick answers

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

**What does River Crescent Advisors, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated January 30, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is River Crescent Advisors, LLC located?**
River Crescent Advisors, LLC's principal office is in Suffolk, VA, according to its Form ADV.

**Is River Crescent Advisors, LLC registered with the SEC or a state?**
River Crescent Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334629.

**How much does River Crescent Advisors, LLC manage?**
River Crescent Advisors, LLC reports $136,820,102 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (100% discretionary).

**How have River Crescent Advisors, LLC's assets and staff changed since 2025?**
In the Form ADV data for River Crescent Advisors, LLC: Regulatory assets under management: $122,675,074 in the October 2025 data and $136,820,102 in the October 2026 data, up 12%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does River Crescent Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (115); high net worth individuals (25).

**Which custodians does River Crescent Advisors, LLC use?**
River Crescent Advisors, 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 River Crescent 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 SEC record: https://adviserinfo.sec.gov/firm/summary/334629

**Does River Crescent Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 30, 2026 says: "RCA generally does not impose a minimum relationship size."

**What changed in River Crescent Advisors, LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $122,675,074 to $136,820,102 (+12%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated January 30, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Wealth management fees range up to 1.50% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.

- Account minimum: None

> RCA generally does not impose a minimum relationship size.

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: $136,820,102
- Discretionary: $136,820,102
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 115 | $17,272,960 |
| High net worth individuals | 25 | $119,547,142 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, MD, NC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $122,675,074 | 2 | July 1, 2025 |
| October 2026 | $136,820,102 | 2 | January 30, 2026 |

Regulatory assets under management: $122,675,074 in the October 2025 data and $136,820,102 in the October 2026 data, up 12%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $122,675,074 to $136,820,102 (+12%).

### December 2025
- Registered or notice-filed in AZ, MD, NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. River Crescent Advisors, LLC (CRD 334629): Form ADV filing data as of October 2026.