Investment adviser · CRD 169641

CRESTA ADVISORS

Investment adviser filing (IA)

CRESTA ADVISORS, LTD.

LAREDO, TX, United States · Form ADV filed Mar 26, 2026

Regulatory AUM: $786M
Client accounts: 630
Employees: 12
Advisory professionals: 9

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	111	$301,993,392	38.4%
Government entities	7	$190,089,834	24.2%
Corporations & businesses	48	$159,478,842	20.3%
Other clients	37	$61,763,030	7.9%
Retirement plans	19	$30,994,067	3.9%
Individuals	99	$28,869,352	3.7%
Charities	12	$12,822,854	1.6%
Banks & thrifts	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 2077364 · Mar 26, 2026 · 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 funds

The 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: Mar 26, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2019 E. DEL MAR BLVD., SUITE 100
LAREDO, TX, 78041, United States

CRD 169641

Filing source

Form ADV 2077364 · Mar 26, 2026 · 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.