Cresvita Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,061,525
Clients
9
22% high-net worth
Advisors
1
of 1 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
9
Very LowAverage account size
$895,725
About
Cresvita Capital is a fee-only, single-advisor registered investment adviser that provides wealth management, investment management, financial planning, and retirement plan advisory services to individual and high‑net‑worth clients. The firm reports about $8.06 million in assets under management across nine client households and does not indicate a client base of lower‑net‑worth retail individuals.
The firm’s investment approach emphasizes modern portfolio theory and passive asset allocation using mutual funds and ETFs, with discretionary portfolio management tailored to clients’ objectives, risk tolerances, and tax considerations. Cresvita also offers both ongoing subscription financial planning and project‑based planning, and serves as an ERISA fiduciary for certain retirement plans using an evidence‑based selection and monitoring process.
What distinguishes the firm is its very small, concentrated client roster and focus on higher‑net‑worth households rather than broad retail clientele, alongside the provision of retirement plan fiduciary services. The brochure also discloses a related coaching and educational business that provides non‑advisory services, a relationship the firm notes may create potential conflicts of interest.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Retirement income strategy
Cash flow / budgeting
Business sale tax planning
Wealth management
Occupation focus
Founder/Business Owner
Executive
Fee options
Project-Based Financial Planning fixed fees range from $5,000 to $50,000
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.35% $10,000,001 - $20,000,000: 0.25% $20,000,001+: 0.15%
$500 per hour for Project-Based Financial Planning
Ongoing Financial Planning subscription fee ranges from $300 to $1,000 per month ($3,600 to $12,000 annually)
Minimum fee: $300 per month subscription fee for clients with less than $500,000 in assets under management Fee-only: Wealth Management and Investment Management services are fee-only (no commissions). Financial Planning fees are separate.
Main office location
Cresvita Capital
Austin TX, United States
Number of offices
1
Most active in
Cresvita Capital 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
Quick links
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