Rivercrest Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RiverCrest provides discretionary portfolio management and investment advice to individuals, families, endowments, and foundations, generally working with clients who meet its account minimums. The firm emphasizes individualized portfolio construction, monitoring, and reporting and currently reports roughly $0.67 million in regulatory assets under management for a single client.
The firm follows an opportunistic, active management style that is value‑oriented and market‑cap agnostic, combining fundamental analysis with technical indicators to seek mispricing across equities and ETFs while using fixed‑income products for rebalancing. Its strategies may employ derivatives and options (including cash‑secured puts), inverse and leveraged ETFs, and short positions, and the firm discloses that it may assess performance‑based fees for qualified clients under a high‑water mark arrangement.
A distinctive feature of RiverCrest is its ownership and affiliation with entities in the BioUrja group, including a trading affiliate engaged in physical and financial trading of ethanol and refined petroleum products, a relationship the brochure discloses as a potential conflict of interest. The combination of that commodity‑trading affiliation, explicit use of derivatives and short/leveraged instruments in managed accounts, and the availability of performance‑based fee arrangements is uncommon among small, independent solo advisers.
Client services
Expertise
Occupation focus
Fee options
$200,000 - $500,000: 2% - 2.75% $500,001 - $10,000,000: 0.50% to 2% $10,000,000 - beyond: 0.25% to 0.75%
Up to 20% of the appreciation over the High-Water Mark for qualified clients.
Account minimum: $100,000
Main office
1500 Citywest Blvd, Suite 700
Houston TX 77042
Advisors at this office
1
Most active in
Texas
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")