Crespo Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$26,593,765
Total clients
65
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
65
Average account size
$409,135
About
Crespo Capital LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, managing approximately $26.6 million across about 65 client accounts. The firm documents client goals and constraints in written investment policy statements and offers services such as asset allocation, security selection, and ongoing portfolio monitoring.
The firm’s investment approach blends fundamental, quantitative, and technical analysis and uses long-term trading alongside leveraged strategies, including margin and options trading (covered, uncovered, and spread positions). Crespo Capital often implements model portfolios, requests discretionary trading authority, and invests across equities, fixed income, ETFs (including precious metals), commodities, and Treasury inflation-protected securities.
Noteworthy for a solo independent adviser, Crespo Capital uses derivatives (options) within separately managed accounts — a practice that is relatively uncommon among similar firms and carries additional market and leverage risks. Operationally, the firm requires custody through Charles Schwab’s institutional program and does not aggregate block trades for multiple clients, a combination of practices the brochure flags as having potential execution and conflict considerations.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Wealth management
Fee options
Financial planning fixed fees ranging from $200 to $1,500 per plan
$0 - $100,000: 0.95% $100,000 - $250,000: 0.90% $250,000 - $500,000: 0.85% $500,000 - $750,000: 0.80% $750,000 - $1,000,000: 0.75% $1,000,000 - $2,500,000: 0.70% $2,500,000 - $5,000,000: 0.65% $5,000,000 - $7,500,000: 0.60% $7,500,000 - $10,000,000: 0.55% $10,000,000+: 0.50%
$200 per hour billed in 15-minute increments
Fee-only: Fixed fees for financial planning ranging from $200 to $1,500 per plan; Hourly fees at $200 per hour
Main office location
Crespo Capital LLC
Jacksonville FL, United States
Number of offices
1
Most active in
Crespo Capital LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Puerto Rico · 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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