Advisor at Chris C Crenshaw Financial Services, LLC
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Firm
Chris C Crenshaw Financial Services, LLC
Location
Durham, NC 27707
Credentials
Series 63
Industry experience
16 years
Christopher Crenshaw is the sole advisor at Chris C Crenshaw Financial Services, LLC, an independent firm based in Durham, NC. He holds a Series 63 designation and has 16 years of industry experience. He has been with his firm since 1996. The firm provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. It emphasizes strategic asset allocation, diversification, and both fundamental and technical analysis, serving a concentrated group of primarily high-net-worth clients alongside corporate and business clients.
Based on Chris C Crenshaw Financial Services, LLC
Under $2,000,000 - $1,999,999: 1.00% annually $2,000,000 - $2,999,999: 0.95% annually $3,000,000 - $3,999,999: 0.90% annually $4,000,000 - $5,000,000: 0.85% annually Over $5,000,000+: 0.80% annually
2727 University Dr
Durham, NC 27707
North Carolina · Texas
Chris C Crenshaw Financial Services, LLC
1996 - Present (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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