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Riley S. Crosbie Advisory, LLC dba Crosbie Financial

Updated today

Total assets under management

$99,747,087

Total clients

84

80% high-net worth

Total advisors

3

of 2 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

28

Average account size

$1,187,465

About

The firm principally manages pooled and institutional-style accounts and provides ongoing portfolio management with complementary financial planning included as part of its services. It documents an Investment Policy Statement for each account and generally acts with discretionary trading authority while using a third‑party trading and execution solution to implement portfolio decisions.

Its investment approach combines cyclical and fundamental analysis with modern portfolio theory and quantitative methods, and it primarily employs long‑term trading and model allocations. Portfolios are constructed from mutual funds, fixed‑income securities, ETFs, equities, Treasury inflation‑protected bonds and insurance products (including annuities), with ongoing monitoring and periodic rebalancing.

What is noteworthy about the firm is an explicit affiliation with the insurance industry: a licensed insurance agent within the firm sells insurance products and accepts commissions for those sales, a relationship the brochure discloses as a conflict of interest. The firm also has a minority ownership stake in CacheTech, an SEC‑registered adviser that provides portfolio management and trading support, and operates with a small advisory team managing approximately $99.7 million in discretionary assets—arrangements that create additional operational dependence on and potential compensation from affiliated entities.

Client services

Financial planning Portfolio management

Expertise

Income planning Annuities College savings (529s, UTMA, etc.)

Fee options

Percentage

$0 - $2,000,000: 1.50% annually $2,000,001 - $3,000,000: 1.33% annually $3,000,001 - $5,000,000: 1.20% annually $5,000,001 - $7,000,000: 1.00% annually $7,000,001 - $10,000,000: 0.85% annually $10,000,001+: 0.60% annually

Commissions

Commissions received from sale of insurance products; not primary source of compensation.

Main office location

Riley S. Crosbie Advisory, LLC dba Crosbie Financial

Providence UT, United States

Number of offices

1

Most active in

Texas · Utah

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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