Riley S. Crosbie Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$108,371,199
Clients
97
Advisors
3
of 3 employees
About
Riley S. Crosbie Advisory, LLC (doing business as Crosbie Financial) provides portfolio management and integrated financial planning to individuals, including high‑net‑worth clients, through discretionary and non‑discretionary advisory arrangements. The firm documents client objectives in Investment Policy Statements and reports account activity through custodial statements, managing roughly $118.9 million for about 97 clients.
The firm combines cyclical and fundamental analysis with quantitative methods and modern portfolio theory to construct long‑term, model‑based allocations and implements trading and rebalancing consistent with each client’s risk tolerance. RSCAL uses Schwab Institutional for custody and execution and documents at least annual reviews of client objectives and ongoing communication to align portfolios with changing client circumstances.
RSCAL’s structure includes a minority ownership interest in CacheTech, an affiliated SEC‑registered adviser that provides portfolio management, trade placement, and risk‑assessment support at RSCAL’s direction, a relationship the firm discloses as a potential conflict of interest. The principal is also a licensed insurance agent who may receive commissions for insurance and annuity sales, and the firm recently transitioned from state to SEC registration and updated its marketing practices to permit testimonials.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.50% $2,000,001 - $3,000,000: 1.33% $3,000,001 - $5,000,000: 1.20% $5,000,001 - $7,000,000: 1.00% $7,000,001 - $10,000,000: 0.85% $10,000,001+: 0.60%
Advisory fees are separate from insurance commissions; firm principal is also an insurance agent and receives commissions for sale of insurance products.
Main office
76 E 200 N, Suite 110
Logan UT 84321
Advisors at this office
3
Most active in
Texas · Utah
Also doing business as
Crosbie Financial · Riley S. Crosbie Advisory · Riley S. Crosbie Advisory, LLC · Riley S. Crosbie Advisory, LLC Dba Crosbie Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jaeden M
CFP®, Series 65
Logan, UT
Riley S. Crosbie Advisory, LLC
Jaeden May is a CFP® with five years of industry experience, currently advising at Riley S. Crosbie Advisory, LLC. His work history includes roles at BFS Partners and Adams Wealth Management, LLC. Prior to his financial services career, he worked in education and athletics, including a position with Cache County School District and Airbound Gymnastics. Riley S. Crosbie Advisory, LLC provides portfolio management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm utilizes a combination of cyclical and fundamental analysis along with quantitative methods and modern portfolio theory to develop long-term, model-based investment strategies tailored to client risk profiles.
Riley C
CFP®, Series 65
Logan, UT
Riley S. Crosbie Advisory, LLC
Riley Crosbie is a CFP® with 11 years of industry experience, currently serving as an advisor at Riley S. Crosbie Advisory, LLC. He previously worked at Adams Wealth Management, LLC for eight years and Allegis Investment Advisors for two years. Outside of advising, he oversees CacheTech, a technology firm supporting RIAs. Riley S. Crosbie Advisory, LLC provides portfolio management and integrated financial planning primarily to individual and high-net-worth clients. The firm uses a combination of cyclical and fundamental analysis with quantitative methods and modern portfolio theory to create long-term, model-based allocations tailored to client risk tolerance.
Jordan C
Series 65
Logan, UT
Riley S. Crosbie Advisory, LLC
Jordan Castleton is a financial advisor at Riley S. Crosbie Advisory, LLC dba Crosbie Financial, holding a Series 65 designation. He has one year of industry experience, including prior roles at Adams Wealth Advisors and Goldman Sachs. Riley S. Crosbie Advisory principally manages pooled and institutional-style accounts with ongoing portfolio management and complementary financial planning. The firm employs a combination of cyclical and fundamental analysis alongside modern portfolio theory and quantitative methods to construct long-term portfolios consisting of mutual funds, fixed income, ETFs, equities, and insurance products.
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