# CRESCENT INVESTMENT SOLUTIONS LLC

CRESCENT INVESTMENT SOLUTIONS LLC of PLANO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 331945
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/331945/brochure
- Similar advisers: https://search.stillhousedata.com/firm/331945/similar
- Related entities: https://search.stillhousedata.com/firm/331945/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/331945

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.