Crescent Investment Solutions LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Crescent Investment Solutions LLC is a recently formed, single-advisor registered investment adviser that provides discretionary portfolio management and financial planning services primarily to individual clients. The firm reports $45,000 in discretionary assets under management and offers both one‑time written financial plans and ongoing planning integrated with portfolio management.
The firm uses a mix of analytical methods — charting, cyclical, fundamental, quantitative and technical analysis — and employs both long‑term and short‑term trading across mutual funds, equities, exchange‑traded funds, fixed income and Treasury inflation‑protected bonds. Crescent prepares Investment Policy Statements for clients, typically seeks discretionary trading authority, and performs at least annual reviews with additional updates triggered by material events.
Notably, although categorized as an investment manager, Crescent’s brochure describes a focus on individual advisory relationships rather than pooled vehicles or institutional mandates and requires custody through Schwab Institutional, which may provide institutional research and other soft‑dollar benefits. The firm discloses acceptance of limited custody when fees are deducted from client accounts, does not participate in wrap fee or performance‑based fee programs, and provides ongoing financial planning to portfolio management clients at no additional charge.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General retirement planning
College savings (529s, UTMA, etc.)
General tax planning
Fee options
$250 for financial planning
1.00% annually
Account minimum: $10,000
Main office location
Crescent Investment Solutions LLC
4740 14 Th Street
Plano TX 75074, United States
Number of offices
1
Most active in
Crescent Investment Solutions LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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