Cruzan & Associates LLC

Overview

Cruzan & Associates LLC is a small, independent registered investment adviser focused on individual and family clients and fee-based on a percentage of assets under management. The firm’s advisory work centers on financial planning and portfolio guidance rather than delegated portfolio management: all reported assets are non-discretionary, which indicates clients retain trading authority while the firm provides investment recommendations. Investment preference is equity‑tilted, with the firm routing client capital into exchange‑traded holdings for core exposure and liquidity. Cruzan & Associates does not position itself as an ESG-focused manager and is organized as an individual‑owned limited liability company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices