Austin, TX Office

Crusonia Wealth Advisors works with individuals, high‑net‑worth clients, trusts, pension plans and business entities, offering wealth advisory that combines discretionary portfolio management, portfolio design, and financial planning, along with standalone financial planning and consulting engagements. The firm generally charges percentage‑of‑AUM fees for investment management and negotiable flat or hourly fees for planning and other consultative services.

The firm employs a multi‑disciplinary investment process that can include individual equities and fixed income, ETFs and mutual funds, alternative investments, and the use of third‑party managers, drawing on quantitative, fundamental, technical and cyclical analysis. Crusonia discloses that it may use options and other derivatives strategies and may employ borrowing (margin) in client accounts, and it bills advisory fees that at times include cash and margin balances.

A distinguishing feature is the firm’s affiliation with Elsensohn & Associates P.C. dba Crusonia Tax Advisors, through which certified public accountants associated with the firm provide standalone tax preparation and related services (clients are not required to use those services and the firm discloses the potential conflicts). The brochure also notes the firm’s participation in prime brokerage and digital platform arrangements (including client referral and digital wealth platforms) and reports managing approximately $1.18 billion for roughly 540 clients, a scale that is notable given the firm’s recent formation.