River Crescent Advisors, LLC logo

River Crescent Advisors, LLC

Updated today

Client assets under management

$136,820,102

Clients

140

18% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

70

High

Average account size

$977,286

About

River Crescent Advisors provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans. Services described in the brochure include customized portfolio construction and ongoing supervision using ETFs, individual stocks, mutual funds, bonds and option contracts, along with standalone and integrated financial planning and retirement-account advice.

The firm’s investment approach is grounded in fundamental analysis and generally targets long‑term strategies while permitting shorter‑term trades for rebalancing, tax management or cash needs. RCA constructs model portfolios to match client objectives and risk tolerances and may employ cash positions, option contracts, cryptocurrency ETFs and, where appropriate, leveraged or inverse ETFs as part of its allocations.

A notable feature of the firm is that it sponsors a wrap fee program that bundles securities transaction costs and related “Covered Costs” into a single asset‑based advisory fee, a practice that is relatively uncommon among peers. Founded in late 2024 and operated by a small advisory team managing roughly $137 million in discretionary assets, the firm also maintains an institutional relationship with Schwab that provides technology and other economic benefits to the advisor.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Tax-loss harvesting

Fee options

Fixed

Fixed engagement fees up to $2,000 for standalone financial planning services

Project-based

$300 per hour for standalone financial planning services

Other

Fee-only: Standalone financial planning services at $300/hour or fixed engagement fees up to $2,000

Main office location

River Crescent Advisors, LLC

800 W Riverview Drive

Suffolk VA 23434, United States

Number of offices

1

Most active in

Arizona · Maryland · North Carolina · Virginia

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Roy R

Series 65

Suffolk, VA

River Crescent Advisors, LLC

Roy Runyon is a financial advisor at River Crescent Advisors, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Beacon Harbor Wealth Advisors, Inc. and The Gartman Letter L.C. Runyon serves on the Board of Trustees for Nansemond-Suffolk Academy. River Crescent Advisors, LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $122.7 million in client assets and employs a fundamental, long-term investment approach using diversified model portfolios tailored to client goals and risk tolerances.

Active portfolio management Options & derivatives strategies Tax-loss harvesting
user avatar

Tyler D

CFP®, Series 65

Glen Allen, VA

River Crescent Advisors, LLC

Tyler Dunn is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He currently works at River Crescent Advisors, LLC and previously held roles at PBMARES Wealth Management, The Citadel, Acap SME, LLC, and Randolph-Macon College. Outside of his advisory work, he serves as a pitching coach for Randolph-Macon Baseball. River Crescent Advisors, LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach focuses on fundamental analysis and long-term portfolio construction using diversified model portfolios, with customized allocations based on client goals and risk tolerances.

Active portfolio management Options & derivatives strategies Tax-loss harvesting
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")