Chris C Crenshaw Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$42,833,804
Total clients
13
77% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$3,294,908
About
The firm provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. It manages approximately $42.8 million across 13 client relationships, with more than half of clients identified as high‑net‑worth individuals.
Investment programs are built around strategic asset allocation and may incorporate both fundamental and technical analysis, historical valuation measures, and commercially available analytic tools; the firm collects detailed client information, including a psychological risk‑tolerance profile, to shape recommended plans. Accounts are managed on a discretionary basis with weekly internal reviews and quarterly written reports and client confirmations regarding objectives and fee calculations.
Compared with typical independent solo advisory practices, the firm is notable for accepting corporate and other business clients alongside individual and organizational accounts and for a relatively small client roster supporting a sizable asset base. The sole principal has over forty years of industry experience, provides financial planning to advisory clients at no separate charge, and the firm does not custody client assets or vote client proxies.
Client services
Expertise
Fee options
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
Main office location
Chris C Crenshaw Financial Services, LLC
2727 University Drive
Durham NC 27707, United States
Number of offices
1
Most active in
North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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