CRESTONE FINANCIAL ADVISORS, LLC

CRESTONE FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 163340). Regulatory assets under management: $46.5M.

Registration

• CRD: 163340
• Type: Registered investment adviser
• Phone: 540-324-6068
• Latest filing: 2026-08-03
• Regulatory AUM: $46.5M
• Discretionary AUM: $35.2M
• Non-discretionary AUM: $11.3M
• Clients: 1
• Accounts: 228

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 163340 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search