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RILEY S. CROSBIE ADVISORY, LLC

LOGAN, UT · CRD 336507 · IAPD ↗ · 435-752-5558

$118.9MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2026 — RILEY S. CROSBIE ADVISORY, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
June 2026 — RILEY S. CROSBIE ADVISORY, LLC (LOGAN, UT) is newly SEC-registered with $118.9M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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