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CLEMSON-EPS ADVISORS, LLC

UUID10a99834-20e7-5cb3-93e2-a692b8c04657
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:51
Updated2025-10-23 02:23:51

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 153101 153101 1.0
sec_file_number 801-114128 801-114128

Profile

Websitehttps://www.crescentfa.com/
HQ CitySENECA
HQ StateSC
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • CRESCENT FINANCIAL ADVISORS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)192,781,557.0
  • RAUM (discretionary)192,781,557.0
  • Actionable assets133,269,239.0
  • Accounts824.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM1,069,355.0
  • Charitable AUM672,431.0
  • HNW AUM131,527,453.0

As of 2025-02-13 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.