RIVER CRESCENT ADVISORS, LLC

Overview

River Crescent Advisors, LLC is an independent registered investment adviser focused on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm favors equity-oriented strategies, allocating a majority of its portfolio exposure to exchange-traded equities and using separately managed account structures alongside pooled vehicles. Its fee model includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements, allowing flexibility for both ongoing portfolio management and project-based planning engagements. River Crescent is not positioned as an ESG investor, does not act as a capital allocator, and does not provide pension consulting or related-adviser services. Investment activity centers on equity allocation, with managers implementing portfolios using both ETFs and individual stocks as core building blocks. The adviser supplements equity exposure with mutual funds and selectively accesses hedge fund strategies through third-party external managers when appropriate for client objectives. Custody and trade execution are concentrated through a single primary custodian, which supports the firm’s SMA and brokerage account workflows.

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Location & Offices