Investment adviser · CRD 153101
CRESCENT FINANCIAL ADVISORS
Investment adviser filing (IA)
CLEMSON-EPS ADVISORS, LLC
SENECA, SC, United States · Form ADV filed Oct 10, 2025
- Regulatory AUM
- $193M Form ADV · Item 5.F
- Client accounts
- 824 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 76 | $131,527,453 | 68.2% |
| Individuals | 352 | $59,512,318 | 30.9% |
| Retirement plans | Fewer than 5 | $1,069,355 | 0.6% |
| Charities | Fewer than 5 | $672,431 | 0.3% |
Filing source
Form ADV 2020326 · Oct 10, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 10, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets
Principal office
10704 CLEMSON BOULEVARDSENECA, SC, 29678, United States
CRD 153101
Filing source
Form ADV 2020326 · Oct 10, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.