Crescent City Retirement Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Crescent City Retirement Group provides personalized financial planning and discretionary investment management primarily to individuals, high‑net‑worth clients, trusts, estates, and retirement plans, and also arranges referrals to third‑party money managers. As of April 20, 2026 the firm reported $130,923,958 in discretionary assets under management across about 933 client relationships served by four advisors.
The firm generally pursues a long‑term, discretionary investment approach—building portfolios from individual securities, mutual funds, and ETFs and, when appropriate, using options or fee‑based variable annuities—while executing shorter‑term trades for rebalancing or client needs. Crescent City also provides written financial plans on an hourly or fixed‑fee basis and operates a co‑advisor/referral relationship with a third‑party manager (including model portfolios and shared fee arrangements) while clients’ assets remain with qualified custodians.
What is distinctive is the firm’s relatively high client load per advisor, which is addressed through use of third‑party managers, model portfolios, and technology to support monitoring and reporting. The brochure also discloses that the managing member maintains an affiliated insurance business and devotes substantial time to that practice, a relationship the firm identifies as a potential conflict of interest and mitigates through disclosure and client consent.
Client services
Expertise
Fee options
Fixed fees up to $2,500 for financial planning services
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.75% $2,500,001+: 0.50%
$200 per hour for financial planning services
Fee-only: Hourly fee: $200 per hour; Fixed fees up to $2,500 for financial planning
Main office
3500 N Causeway Blvd, Suite 1442
Metairie LA 70002
Advisors at this office
4
Most active in
Alabama · Florida · Louisiana · Michigan · Texas
Also doing business as
Crescent City Retirement Group · Crescent City Retirement Group Advisors, LLC · Crescent City Retirement Group, LLC · Rescent City Retirement Group, LLC · Retirement Solutions Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Daniel M
Series 65
Metairie, LA
Crescent City Retirement Group
Daniel Meyers is a financial advisor at Crescent City Retirement Group with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked briefly in construction and was a full-time student for seven years. Crescent City Retirement Group provides personalized financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and qualified retirement plans. The firm employs a long-term, discretionary investment approach using individual securities, mutual funds, ETFs, and occasionally options or fee-based variable annuities.
Anthony C
Series 65
Metairie, LA
Crescent City Retirement Group
Anthony Cangemi is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Crescent City Retirement Group since 2008 and is also the managing member of Crescent City Insurance Group, where he spends approximately half of his time. Crescent City Retirement Group provides personalized financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and qualified retirement plans. The firm employs a long-term, discretionary investment approach using individual securities, mutual funds, ETFs, and, when appropriate, options or fee-based variable annuities.
Anthony C
Series 65
Metairie, LA
Crescent City Retirement Group
Anthony Cangemi Jr. is a financial advisor at Crescent City Retirement Group with a Series 65 designation and one year of industry experience. Prior to joining the firm, he was a full-time student for seven years. Crescent City Retirement Group provides personalized financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and qualified retirement plans. The firm generally pursues a long-term, discretionary investment approach, utilizing a range of securities and third-party managers, and maintains a relatively high client load across its four-advisor team.
Devin S
Series 65
Metairie, LA
Crescent City Retirement Group
Devin Shearman is a financial advisor with Crescent City Retirement Group in Metairie, LA. He holds a Series 65 credential and has been active in the financial and insurance services industry since 2023. Prior to joining Crescent City Retirement Group, Shearman operated as a sole proprietor providing insurance services and has experience managing a restaurant and bar business. Crescent City Retirement Group offers personalized financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and qualified retirement plans. The firm employs a long-term, discretionary investment approach using individual securities, mutual funds, ETFs, and occasionally options or fee-based variable annuities.
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