CRESCENT INVESTMENT SOLUTIONS LLC

CRESCENT INVESTMENT SOLUTIONS LLC of PLANO, TX is an SEC-registered investment adviser (CRD 331945). Regulatory assets under management: $230K.

Registration

• CRD: 331945
• Type: Registered investment adviser
• Location: 4740 14TH STREET T3, PLANO, TX, 75074
• Phone: 469-666-7106
• Latest filing: 2026-05-18
• Regulatory AUM: $230K
• Discretionary AUM: $230K
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM, 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 331945 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search