Crescent Meridian Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Crescent Meridian Capital provides discretionary and non-discretionary investment management and modular or comprehensive financial planning to individuals, families, and small businesses on a fee-based basis, using asset-based advisory fees and hourly planning. While asset-based fees and individual portfolio management are common among peers, the firm currently reports zero regulatory assets under management and no client accounts.
The firm emphasizes long-term growth, capital preservation, and risk management through diversified portfolio construction using ETFs, mutual funds, individual equities, and fixed-income securities, with periodic rebalancing and tax-aware techniques where appropriate. Advisory assets are managed directly rather than through third-party sub-advisers or wrap programs, and the firm generally applies a $500,000 account minimum for investment management subject to discretionary waivers.
Distinctive features include the firm’s recent formation in 2026 and its operating relationship with a separate diversified holding company that shares office space and may refer individuals to the adviser, disclosures the brochure highlights as potential conflicts of interest. The firm also discloses significant non-advisory business activities by its principal, a small governance team that includes a CFO and an operations executive (one located in Canada), and policies that avoid commissions, product-based compensation, and proxy-voting authority for client accounts.
Client services
Expertise
Fee options
$0 - $499,999: 1.25% per year $500,000 - $1,999,999: 1.00% per year $2,000,000 - $4,999,999: 0.85% per year $5,000,000 - $9,999,999: 0.65% per year $10,000,000 - $19,999,999: 0.50% per year $20,000,000+: 0.25% per year
$150 to $300 per hour for standalone financial planning services
Account minimum: $500,000 (may be waived on a case-by-case basis) Fee-only: Standalone financial planning services charged at $150 to $300 per hour; financial planning included in AUM fees for investment management clients
Main office
Falls Church VA
Advisors at this office
1
Most active in
California · Virginia
Also doing business as
Crescent Meridian Capital LLC · Jamaxwell Global Solutions LLC · Jamaxwell Hospitality LLC · Jamaxwell Logistics 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 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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