CRUZAN & ASSOCIATES LLC

CRUZAN & ASSOCIATES LLC is an SEC-registered investment adviser (CRD 167982). Regulatory assets under management: $21.0M.

Registration

• CRD: 167982
• Type: Registered investment adviser
• Phone: 215-499-0611
• Latest filing: 2026-01-21
• Regulatory AUM: $21.0M
• Non-discretionary AUM: $21.0M
• Clients: 1
• Accounts: 34

Business model

Compensation: % of AUM.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167982 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search