A complete list of active advisors currently associated with Cresvita Capital

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

Cresvita Capital is a fee-only, single-advisor registered investment adviser that provides wealth management, investment management, financial planning, and retirement plan advisory services to individual and high‑net‑worth clients. The firm reports about $8.06 million in assets under management across nine client households and does not indicate a client base of lower‑net‑worth retail individuals. The firm’s investment approach emphasizes modern portfolio theory and passive asset allocation using mutual funds and ETFs, with discretionary portfolio management tailored to clients’ objectives, risk tolerances, and tax considerations. Cresvita also offers both ongoing subscription financial planning and project‑based planning, and serves as an ERISA fiduciary for certain retirement plans using an evidence‑based selection and monitoring process. What distinguishes the firm is its very small, concentrated client roster and focus on higher‑net‑worth households rather than broad retail clientele, alongside the provision of retirement plan fiduciary services. The brochure also discloses a related coaching and educational business that provides non‑advisory services, a relationship the firm notes may create potential conflicts of interest.

To learn more about the advisors currently working at Cresvita Capital, 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.

Name	Location	Years of experience
Kyle Portnoy	Austin, TX	7

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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