Crescent Investment Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Crescent Investment Solutions LLC is a small, independent advisory firm formed in 2024 that provides ongoing portfolio management services primarily to individual clients. The firm prepares a written Investment Policy Statement for each client and manages portfolios using mutual funds, equities, ETFs, fixed income and Treasury inflation-protected securities, typically with discretionary authority to execute trades.
The firm’s investment process draws on a mix of charting, cyclical, fundamental, quantitative and technical analysis and employs both long‑term and short‑term trading approaches, with documented risk tolerances in each client’s IPS. Crescent Investment Solutions frames its advice under fiduciary standards, seeks fair allocation of opportunities across accounts, and provides quarterly custodian reports and periodic reviews triggered by material events.
What is distinctive about the firm is its scale and concentration: about $230,000 in discretionary assets under management across three client relationships as of April 2026, and a single management person responsible for reviews. The firm also requires clients to use Schwab Institutional as custodian and discloses receipt of research and other soft‑dollar benefits through its custody arrangement, which the brochure notes can create potential conflicts of interest related to execution and research access.
Client services
Expertise
Fee options
Flat fee of $500 annually for accounts under $100,000
$0 - $100,000: Flat fee of $500 annually $100,000+: 1.00% of AUM annually
Account minimum: $10,000 Minimum fee: Flat fee of $500 annually for accounts under $100,000
Main office
4740 14th Street
Plano TX 75074
Advisors at this office
1
Most active in
Texas
Also doing business as
Crescent Investment Solutions LLC · Crescent Investments
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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