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CRESCENT FINANCIAL ADVISORS

SENECA, SC · CRD 153101 · IAPD ↗ · crescentfa.com · (864) 888-2666

$192.8MRegulatory AUM
3Advisory reps
4Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
May 2026 — CRESCENT FINANCIAL ADVISORS (SENECA, SC) left the SEC roster (was $192.8M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
March 2024 — CRESCENT FINANCIAL ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
March 2024 — CRESCENT FINANCIAL ADVISORS reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
February 2024 — CRESCENT FINANCIAL ADVISORS now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.