CRYSTAL CAPITAL ADVISORS, LLC

CRYSTAL CAPITAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 137445). Regulatory assets under management: $11.4M.

Registration

• CRD: 137445
• Type: Registered investment adviser
• Phone: 719-419-7117
• Latest filing: 2026-01-20
• Regulatory AUM: $11.4M
• Discretionary AUM: $11.4M
• Clients: 2
• Accounts: 5

Business model

Compensation: % of AUM, Fixed, Subscription.

Clients served: High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137445 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search