A complete list of active advisors currently associated with Chris C Crenshaw Financial Services, LLC
Warmer can help you find a great advisor at Chris C Crenshaw Financial Services, LLC or one who fits your needs even better.
The firm provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and other business entities. It manages approximately $42.8 million across 13 client relationships, with more than half of clients identified as high‑net‑worth individuals. Investment programs are built around strategic asset allocation and may incorporate both fundamental and technical analysis, historical valuation measures, and commercially available analytic tools; the firm collects detailed client information, including a psychological risk‑tolerance profile, to shape recommended plans. Accounts are managed on a discretionary basis with weekly internal reviews and quarterly written reports and client confirmations regarding objectives and fee calculations. Compared with typical independent solo advisory practices, the firm is notable for accepting corporate and other business clients alongside individual and organizational accounts and for a relatively small client roster supporting a sizable asset base. The sole principal has over forty years of industry experience, provides financial planning to advisory clients at no separate charge, and the firm does not custody client assets or vote client proxies.
To learn more about the advisors currently working at Chris C Crenshaw Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Durham, NC
| 16
|
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