Rivercrest Investment Advisors, LLC

Overview

Rivercrest Investment Advisors, LLC is a small, client-focused registered investment advisor that provides portfolio management services primarily to individual and family clients and small businesses. The firm operates with a fee model that includes a percentage of assets under management and performance-based fees, and it does not position itself as an ESG-focused manager or a multi-state advisory platform. Its stated advisory activity centers on discretionary portfolio management rather than pension consulting or institutional capital allocation. Investment activity appears conservative and liquid-centric: the bulk of reported assets are held in cash and cash equivalents, and the firm uses mutual funds alongside allocations to third-party alternatives like real estate, commodities, and oil & gas. Rivercrest’s profile and custodial relationship suggest a compact operation that executes client strategies through external custodians and third-party fund managers rather than maintaining extensive in-house trading or underwriting capabilities.

Assets & Accounts

Investments & Alternatives

Location & Offices