$339.0M Total AUM
$18.8M Disc. AUM
-1.2% 3Y CAGR
16 Employees
604 ADV. Clients
36 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Wells Fargo
- Clients
- Retail
- Platforms
- Radial element
- Established Date
- 05-11-1990
- Office Locations
- 3
Office Locations
117 E Grove ST Clarks Summitt PA
259 N Radnor Chester RD STE 140 Radnor PA
76 E State Street Doylestown PA
About Cresap, Inc.
Cresap, Inc. is a Radnor, PA-based full-service broker-dealer and SEC-registered investment adviser serving retail wealth management clients. The firm is a FINRA member and SIPC participant, operates across multiple states, and provides advisory and retirement plan services, with portfolios commonly implemented using ETFs and mutual funds; clearing is via Wells Fargo.
Team overview
62 AVG AGE
$84.8M AVG AUM / ADVISOR
$561.3K AVG AUM / CLIENT
18.4 yrs AVG TENURE
16 Employees
4 Advisory Reps
4 RIA Reps
36yrs Firm Age
Insights
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Custodian
Vital vertex Momentum focus North bridge Signal alpha
Investment Themes
North
Investment Vehicles
Pathway alpha
Services
North oak
Technology
Prime
Owner & Executives
M
MARK WINFIELD CRESAP III
Chief Compliance Officer, President, Principal
- CRD
- #828898
- Ownership
- 75% or more
(337) 217-6005
fusion.value@harborcapital.com
in linkedin.com/in/catalyst-value
Showing 1 of 1 owners & executives
Unlock allContacts
B
BRADFORD PATTERSON BILLINGS
--
- CRD
- #2435490
(835) 940-5933
summit.element@crestcapital.com
in linkedin.com/in/optima-prime
F
FRANK CHRISTOPHER CAMPBELL III
--
- CRD
- #2157966
(698) 262-3136
vertex.pathway@focuscapital.com
in linkedin.com/in/atlas-unison
C
Catalyst horizon
Quantum radial
- CRD
- #76905
(809) 949-5139
momentum.signal@pioneercapital.com
in linkedin.com/in/value-matrix
Showing 2 of 17 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,797,663 | $469,942 |
| Non-Discretionary | $320,218,825 | $567,764 |
| Total | $339,016,488 | $561,286 |
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Separately Managed Accounts
Total SMA Asset: $339,016,488
Equity - Exchange:
17.2% Equity - OTC:
13.6% Public Funds:
11.6% Cash:
26.0% U.S. Government/Agency:
17.4% Municipal Bonds:
14.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,345,092,540 | 17.2% |
| Equity - OTC | $1,063,561,543 | 13.6% |
| Public Funds | $907,155,434 | 11.6% |
| Cash | $2,033,279,421 | 26.0% |
| U.S. Government/Agency | $1,360,733,151 | 17.4% |
| Municipal Bonds | $1,110,483,376 | 14.2% |
| Total | $7,820,305,465 | 100.0% |