A complete list of active advisors currently associated with Cruzan & Associates LLC

Warmer can help you find a great advisor at Cruzan & Associates LLC or one who fits your needs even better.

Cruzan & Associates LLC is a single-adviser independent investment advisory firm that works primarily with individual (non‑high‑net‑worth) clients, managing roughly $21 million across about 33 client relationships. The firm offers investment advisory and financial planning services tailored to individual accounts rather than institutional mandates. Most client assets are managed on a non‑discretionary basis, with the adviser providing recommendations while clients retain final trading authority and must approve transactions. The firm does not provide discretionary portfolio management for individual clients and instead emphasizes advice, account monitoring, and client-directed implementation. The sole adviser brings long industry experience, including prior roles at major broker‑dealers and academic credentials in business and urban planning, and also holds a real estate broker license; the firm discloses that it does not offer real estate products or commissions through its advisory services. As an owner‑operated practice, all supervision and compliance responsibilities are handled internally by the adviser.

To learn more about the advisors currently working at Cruzan & Associates 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.