{ "crd_number": 284911, "slug": "rivercrest-capital-management-llc-fort-worth-tx-284911", "primary_business_name": "RIVERCREST CAPITAL MANAGEMENT LLC", "legal_name": "RIVERCREST CAPITAL MANAGEMENT LLC", "dbas": [], "city": "Fort Worth", "state": "TX", "country": "United States", "cbsa_code": "19100", "metro": { "cbsa_code": "19100", "common_name": "Dallas", "msa_name": "Dallas-Fort Worth-Arlington, TX", "path": "/advisors/tx/dallas" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2019-02-26", "years_registered": 7, "period": "2026-10-01", "filing_date": "2026-03-12", "carried_forward": false, "raum_total": 285739645.0, "raum_discretionary": 285739645.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 21, "advisory_employees": 11, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 285739645.0, "count": 3 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "TX" ], "websites": [ "https://rivercrestcap.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284911", "city_as_filed": "FORT WORTH", "url": "https://advisorcensus.com/firm/rivercrest-capital-management-llc-fort-worth-tx-284911", "display_name": "Rivercrest Capital Management LLC", "summary": "Rivercrest Capital Management LLC is an SEC-registered investment advisory firm in Fort Worth, TX, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.", "citation": "AdvisorCensus. Rivercrest Capital Management LLC (CRD 284911): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Rivercrest Capital Management LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Rivercrest Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Rivercrest Capital Management LLC located?", "a": "Rivercrest Capital Management LLC's principal office is in Fort Worth, TX, according to its Form ADV." }, { "q": "Is Rivercrest Capital Management LLC registered with the SEC or a state?", "a": "Rivercrest Capital Management LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 284911." }, { "q": "How much does Rivercrest Capital Management LLC manage?", "a": "Rivercrest Capital Management LLC reports $285,739,645 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary)." }, { "q": "How have Rivercrest Capital Management LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Rivercrest Capital Management LLC: Regulatory assets under management: $226,812,700 in the October 2021 data and $285,739,645 in the October 2026 data, up 26%. Total employees: 20 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Rivercrest Capital Management LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3)." }, { "q": "Does Rivercrest Capital Management LLC 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/284911" }, { "q": "What changed in Rivercrest Capital Management LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $335,406,753 to $285,739,645 (-15%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 226812700.0, "total_employees": 20, "filing_date": "2021-03-30" }, { "period": "2022-10-01", "regulatory_assets_under_management": 325411775.0, "total_employees": 21, "filing_date": "2022-03-25" }, { "period": "2023-10-01", "regulatory_assets_under_management": 390206723.0, "total_employees": 21, "filing_date": "2023-03-06" }, { "period": "2024-10-01", "regulatory_assets_under_management": 328398617.0, "total_employees": 21, "filing_date": "2024-07-12" }, { "period": "2025-10-01", "regulatory_assets_under_management": 335406753.0, "total_employees": 21, "filing_date": "2025-03-21" }, { "period": "2026-10-01", "regulatory_assets_under_management": 285739645.0, "total_employees": 21, "filing_date": "2026-03-12" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $335,406,753 to $285,739,645 (-15%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/rivercrest-capital-management-llc-fort-worth-tx-284911.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 3, "fewer_than_5": false, "raum": 285739645.0 } ], "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/284911", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }