A complete list of active advisors currently associated with Crescent Meridian Capital LLC

Warmer can help you find a great advisor at Crescent Meridian Capital LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Crescent Meridian Capital 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.