# Rivercrest Capital Management LLC

> 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.

- CRD: 284911
- Filed as: RIVERCREST CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Worth, TX
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284911
- AdvisorCensus page: https://advisorcensus.com/firm/rivercrest-capital-management-llc-fort-worth-tx-284911

## Quick answers

**How is Rivercrest Capital Management LLC compensated?**
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.

**Where is Rivercrest Capital Management LLC located?**
Rivercrest Capital Management LLC's principal office is in Fort Worth, TX, according to its Form ADV.

**Is Rivercrest Capital Management LLC registered with the SEC or a state?**
Rivercrest Capital Management LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 284911.

**How much does Rivercrest Capital Management LLC manage?**
Rivercrest Capital Management LLC reports $285,739,645 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**How have Rivercrest Capital Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Rivercrest Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Rivercrest Capital Management 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/284911

**What changed in Rivercrest Capital Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $335,406,753 to $285,739,645 (-15%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $285,739,645
- Discretionary: $285,739,645
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $285,739,645 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 21 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $226,812,700 | 20 | March 30, 2021 |
| October 2022 | $325,411,775 | 21 | March 25, 2022 |
| October 2023 | $390,206,723 | 21 | March 6, 2023 |
| October 2024 | $328,398,617 | 21 | July 12, 2024 |
| October 2025 | $335,406,753 | 21 | March 21, 2025 |
| October 2026 | $285,739,645 | 21 | March 12, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $335,406,753 to $285,739,645 (-15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rivercrest Capital Management LLC (CRD 284911): Form ADV filing data as of October 2026.