Cresfund Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,678,000
Clients
8
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$1,584,750
About
Cresfund Advisors provides discretionary investment management and comprehensive financial planning to individuals (including high-net-worth clients), charitable organizations, and businesses. As of December 31, 2026 the firm reported approximately $13.678 million in discretionary assets under management across eight client accounts and operates with a single advisor.
The firm implements portfolios using asset-allocation principles with a blend of passive and active strategies and advises primarily on stocks, bonds, mutual funds, ETFs, and cash equivalents. Financial planning is offered on both a project basis and as an ongoing engagement and can include business planning, employee-benefits optimization, estate and tax planning, retirement planning, and risk management reviews.
Distinctive features include its recent formation and registration in 2025 and an unusually low client-to-advisor ratio, with quarterly account reviews and individualized plans for each client. Operational practices that may set the firm apart from peers include a policy not to aggregate or block trades, leaving proxy voting to clients, a principal-level Certified Kingdom Advisor designation indicating capacity for faith-informed planning, and the willingness to provide cryptocurrency advice at a client’s request.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
Project-Based Financial Planning fixed fees range from $1,000 to $5,000; Ongoing Financial Planning initial fees range from $1,000 to $5,000.
$0 - $1,000,000: 1.25% $1,000,001+: 1.00%
$250 per hour for Project-Based Financial Planning services.
Fee-only: Ongoing Financial Planning fees range from $1,000 to $5,000 paid quarterly in arrears; Project-Based Financial Planning fixed fees range from $1,000 to $5,000; hourly rate $250/hour.
Main office location
Cresfund Advisors
2700 Mount Vernon Rd
Dunwoody GA 30338, United States
Number of offices
1
Most active in
Cresfund Advisors has reported serving >5 clients in these states in the last 12 months.
Georgia · 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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