A complete list of active advisors currently associated with Crescent Wealth Advisory, LLC

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

Crescent Wealth Advisory, LLC is a Georgia-registered investment adviser that provides discretionary and non-discretionary portfolio management and investment advisory services to individuals and high net worth individuals, as well as business entities, pension/profit-sharing plans, trusts, estates and charitable organizations. The firm emphasizes individualized planning and continuous supervision of separately managed accounts and reported $98,652,477 in discretionary assets (and $374,766 non-discretionary) as of December 31, 2025. The firm says it builds portfolios through a mix of fundamental and technical analysis, collecting detailed client information on goals, cash flow, taxes, insurance and risk tolerance to construct tailored allocations, with routine rebalancing and the option to engage third‑party money managers. Crescent Wealth offers both discretionary authority to implement trades and non‑discretionary recommendations, and it documents that investment advice follows each client’s written guidelines and objectives. Compared with many peer teams, Crescent Wealth’s brochure discloses multiple non‑typical business activities: several principals and representatives are registered representatives of broker‑dealers (M Securities/Lion Street), key staff may receive 12b‑1 fees, commissions or incentive awards, and the firm is affiliated with Crescent Wealth Management, Inc., an insurance agency through which advisors sell insurance products. The brochure also discloses participation in third‑party cash programs (DDM and the IFI Network) and related referral compensation, which the firm notes can create conflicts of interest that it discloses to clients.

To learn more about the advisors currently working at Crescent Wealth Advisory, 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.