CREST FINANCIAL, LLC

CREST FINANCIAL, LLC is an SEC-registered investment adviser (CRD 332357). Regulatory assets under management: $45.1M.

Registration

• CRD: 332357
• Type: Registered investment adviser
• Phone: 541-868-0449
• Latest filing: 2026-02-10
• Regulatory AUM: $45.1M
• Discretionary AUM: $45.1M
• Clients: 1
• Accounts: 151

Business model

Compensation: Hourly, Fixed, Subscription.

Clients served: Individuals, High net worth, Pensions, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332357 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search