Dallas, TX 3953 Maple Ave. Office

Team
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Cresset Asset Management, LLC

Enterprise

Firm-wide stats for Cresset Asset Management, LLC

Total advisors

212

Across 33 offices

Clients per advisor

22 Very Low

Avg AUM per client

$14,732,716 Very High

HNW client ratio

77% Very High

About

Cresset Asset Management is a multi-disciplinary investment adviser that manages approximately $78.9 billion in client assets and serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. Its services include wealth management and financial planning, discretionary and non‑discretionary portfolio management, retirement plan consulting, family office services through an affiliate, and advisory services to private funds.

The firm describes a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and both active and passive implementation across public equities, fixed income and a range of alternatives (including private equity, private credit, real estate and digital assets). The brochure also discloses the use of third‑party managers and newer tools such as artificial intelligence and machine‑learning for research and analysis, while highlighting continued monitoring and periodic client reviews.

Cresset’s profile includes several features that distinguish it from many peers: it sponsors and advises private funds (including carried‑interest arrangements), operates a wrap‑fee program that is generally closed to new clients with certain grandfathered participants, and discloses legacy client transfers and related fee differences from predecessor advisers. The firm is also part of a broader affiliate network—which includes a South Dakota trust company, a Michigan non‑depository bank with trust powers, a pension consulting affiliate acquired via Monticello, and an affiliated insurance brokerage—and the brochure expressly notes use of derivatives and hedging that, in some cases, may trigger Commodity Futures Trading Commission registration or other commodity‑trading considerations.

Based on Cresset Asset Management, LLC

Expertise

Wealth management Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)

Based on Cresset Asset Management, LLC

Occupation focus

Executive Founder/Business Owner Retired

Based on Cresset Asset Management, LLC

Demographic focus

Established Professionals

Based on Cresset Asset Management, LLC

Location

3953 Maple Ave., Suite 250

Dallas TX 75219

Advisors at this office

13

Advisors at this office

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Lina K

Series 65

Dallas, TX

Cresset Asset Management, LLC

Lina Komanduri is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at CH Investment Partners and Barings. Komanduri serves as a board member at Headstorm, a non-investment-related organization based in Dallas, Texas. Cresset Asset Management is an SEC-registered adviser managing approximately $71.9 billion in assets for a diverse client base that includes individuals, families, trusts, and institutions. The firm utilizes a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due-diligence program and private fund management across multiple asset classes.

Wealth management Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired Established Professionals
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Henry D

Series 65

Dallas, TX

Cresset Asset Management, LLC

Henry Dale is a financial advisor at Cresset Asset Management, LLC, holding a Series 65 designation and based in Dallas, TX. He has been with Cresset since 2025 and has prior experience at Bank of America and Altium Wealth Management. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and institutions. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and access to a range of specialized investment opportunities.

Wealth management Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired Established Professionals
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Wesley C

Series 66, Series 65

Dallas, TX

Cresset Asset Management, LLC

Wesley Crane is a financial advisor at Cresset Asset Management, LLC in Dallas, TX, with three years of industry experience. He holds Series 66 and Series 65 licenses. Prior to joining Cresset in 2024, he worked at CH Investment Partners for five years and Crow Holdings Capital Investment Partners for three years. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation, manager selection, and various active and passive investment strategies across multiple asset classes.

Wealth management Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired Established Professionals
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Kathleen G

Series 63, Series 65

Dallas, TX

Cresset Asset Management, LLC

Kathleen Gibson is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at CH-Investment Partners and the Southwestern Medical Foundation. Gibson serves as a board member of the Dallas College Foundation, participating in an investment advisory group to assist with overseeing the foundation’s investment consultant. Cresset Asset Management, LLC is an SEC-registered adviser managing approximately $71.9 billion in client assets across a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven approach using active and passive strategies, supported by a structured due-diligence process and multiple affiliated entities.

Wealth management Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired Established Professionals
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Tyler B

Series 66, Series 65

Dallas, TX

Cresset Asset Management, LLC

Tyler Bethea is a financial advisor at Cresset Asset Management, LLC with eight years of industry experience. He previously worked for nine years at Crow Holdings Capital. Tyler serves as a board member and investment committee member for the West Dallas Community School Foundation. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware investment approach across public equities, fixed income, and alternatives.

Wealth management Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired Established Professionals
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Katherine P

Series 65

Dallas, TX

Cresset Asset Management, LLC

Katherine Pyle is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at CH Investment Partners from 2022 to 2024. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due diligence program and a range of services including portfolio management, financial planning, and private fund advisory.

Wealth management Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired Established Professionals
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Shannon M

Series 63, Series 66, Series 65

Dallas, TX

Cresset Asset Management, LLC

Shannon Miller is a financial advisor with Cresset Asset Management, LLC, holding Series 63, 66, and 65 licenses and two years of industry experience. Prior to joining Cresset, Miller worked at CH Investment Partners for five years and Crow Holdings Capital - Investment Partners for five years. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles through wealth management, portfolio management, retirement consulting, family office services, and private fund advisory.

Wealth management Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired Established Professionals
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Chelsey Y

Series 65

Dallas, TX

Cresset Asset Management, LLC

Chelsey Yacos is a financial advisor at Cresset Asset Management, LLC in Dallas, TX, holding a Series 65 designation. She has worked in the investment industry since 2011, previously with Cushing Asset Management and CH Investment Partners before joining Cresset in 2024. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets, serving individuals, families, trusts, retirement plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due-diligence program and private-fund management across multiple asset classes.

Wealth management Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired Established Professionals
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William M

Series 63, Series 65

Dallas, TX

Cresset Asset Management, LLC

William McMahan is a financial advisor at Cresset Asset Management, LLC with one year of industry experience. He previously worked at CH Investment Partners for four years and Crow Holdings for 26 years. Outside of his advisory role, he serves as a director overseeing the wind down and liquidation of Catmontu Insurance Company, Ltd. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base. The firm employs a diversified, asset-allocation-driven approach combining active and passive strategies and offers services including portfolio management, wealth management, and private fund advisory.

Wealth management Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired Established Professionals
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Kevin B

CFA®, Series 63, Series 65

Dallas, TX

Cresset Asset Management, LLC

Kevin Benesh II is a CFA® charterholder with nine years of industry experience. He currently works at Cresset Asset Management, LLC, where he has been since 2026. Prior to joining Cresset, he spent nine years at JP Morgan Chase Bank. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets and serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive implementation across public equities, fixed income, and alternatives, utilizing tools such as artificial intelligence and machine-learning for research and analysis.

Wealth management Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired Established Professionals
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Michael A

Series 65

Dallas, TX

Cresset Asset Management, LLC

Michael Anderson is a financial advisor at Cresset Asset Management, LLC in Dallas, TX, holding a Series 65 credential with one year of industry experience. He previously worked at CH Investment Partners and HDVI. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm uses a diversified, asset-allocation-driven approach combining active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

Wealth management Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired Established Professionals
user avatar

Katherine A

Series 63, Series 65

Dallas, TX

Cresset Asset Management, LLC

Katherine Archer is a financial advisor at Cresset Asset Management, LLC with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at CH Investment Partners and Deutsche Bank Securities. She serves as an Investment Committee Board Member for the Dallas Regional Chamber. Cresset Asset Management manages approximately $71.9 billion in assets for a diverse client base, including individuals, families, trusts, retirement plans, and institutions. The firm employs a diversified, asset-allocation-driven investment approach using both active and passive strategies, supported by a structured due-diligence program and multiple affiliated entities.

Wealth management Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired Established Professionals
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Michael S

Series 65

Dallas, TX

Cresset Asset Management, LLC

Michael Silverman is a financial advisor at Cresset Asset Management, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at CH Investment Partners and Crow Holdings Capital Partners. Silverman serves on the boards of several nonprofit organizations, including Children's Health System of Texas, The Thomas Jefferson Foundation, and The Notre Dame of Dallas Schools Foundation, where he chairs or participates in their investment committees. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base. The firm focuses on diversified, asset-allocation-driven portfolio construction tailored to client objectives, utilizing both active and passive strategies and third-party managers, supported by a structured due-diligence and monitoring program.

Wealth management Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired Established Professionals
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