Riley S. Crosbie Advisory, LLC

RIASEC & State Registered

Total AUM

$119M

Discretionary

$119M

100% of AUM

Avg account

$362K

Accounts

328

Employees

Advisory reps

Firm details

Headquarters: Logan, Utah
CRD number: 336507
Registered since: May 15, 2026
Website: www.crosbiefinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI87.27%
Pension & Profit Sharing Plans7.57%
Individuals3.89%
Corporations / Businesses1.27%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Riley S. Crosbie Advisory, LLC is an independent, individually owned registered investment adviser that began SEC registration in 2026. The firm provides financial planning and discretionary portfolio management primarily to individuals, families and small-business clients, with some institutional relationships. Its fee model is a percentage of assets under management. The adviser does not present itself as a capital allocator and is not an active ESG investor. Industry affiliations include other investment advisers, commodity pool operator/commodity trading adviser relationships, and an insurance company link.