River Crescent Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
River Crescent Advisors provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans. Services described in the brochure include customized portfolio construction and ongoing supervision using ETFs, individual stocks, mutual funds, bonds and option contracts, along with standalone and integrated financial planning and retirement-account advice.
The firm’s investment approach is grounded in fundamental analysis and generally targets long‑term strategies while permitting shorter‑term trades for rebalancing, tax management or cash needs. RCA constructs model portfolios to match client objectives and risk tolerances and may employ cash positions, option contracts, cryptocurrency ETFs and, where appropriate, leveraged or inverse ETFs as part of its allocations.
A notable feature of the firm is that it sponsors a wrap fee program that bundles securities transaction costs and related “Covered Costs” into a single asset‑based advisory fee, a practice that is relatively uncommon among peers. Founded in late 2024 and operated by a small advisory team managing roughly $137 million in discretionary assets, the firm also maintains an institutional relationship with Schwab that provides technology and other economic benefits to the advisor.
Client services
Expertise
Fee options
Fixed engagement fees up to $2,000 for standalone financial planning services
$300 per hour for standalone financial planning services
Fee-only: Standalone financial planning services at $300/hour or fixed engagement fees up to $2,000
Main office
800 W Riverview Drive
Suffolk VA 23434
Advisors at this office
2
Most active in
Arizona · Maryland · North Carolina · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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
Roy R
Series 65
Suffolk, VA
River Crescent Advisors, LLC
Roy Runyon is a financial advisor at River Crescent Advisors, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Beacon Harbor Wealth Advisors, Inc. and The Gartman Letter L.C. Runyon serves on the Board of Trustees for Nansemond-Suffolk Academy. River Crescent Advisors, LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm manages approximately $122.7 million in client assets and employs a fundamental, long-term investment approach using diversified model portfolios tailored to client goals and risk tolerances.
Tyler D
CFP®, Series 65
Suffolk, VA
River Crescent Advisors, LLC
Tyler Dunn is a CFP® with three years of industry experience, currently advising at River Crescent Advisors, LLC. His prior experience includes roles at PBMares Wealth Management, The Citadel, Acap SME, LLC, and Randolph-Macon College. Outside of his advisory work, he serves as a pitching coach for the Randolph-Macon baseball team. River Crescent Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental analysis-based investment approach focused on long-term strategies while allowing for shorter-term adjustments, and it offers a wrap fee program that consolidates transaction costs into a single advisory fee.
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