Key facts
- CRESCENT FINANCIAL ADVISORS is a other based in SENECA, SC.
- CRESCENT FINANCIAL ADVISORS reports $372K in regulatory assets under management, per its SEC Form ADV (2025-10).
Registered with the SEC
Form ADV · 2025-10 · CRD 153101- Regulatory AUM
- $372K
- Private fund assets
- —
- Private funds
- —
- Staff
- 4
- Registered office
- SENECA, SC
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CLEMSON-EPS ADVISORS, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for CRESCENT FINANCIAL ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CRESCENT FINANCIAL ADVISORS's AUM?
- CRESCENT FINANCIAL ADVISORS manages approximately $372K in assets.