CRESAP, INC.

Overview

Cresap, Inc. is a privately owned corporate advisory firm that combines broker‑dealer activity with advisory services focused on individuals and families. The firm has been SEC‑registered since 2014 and identifies as a capital allocator that both manages portfolios and selects outside advisers on behalf of clients. Its advisory mandate centers on portfolio management for individuals and small businesses, and its fee model includes percentage of AUM plus other arrangements. Cresap is not positioned as an active ESG investor and is not primarily a multi‑state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives