C
$45.1M Total AUM
$45.1M Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-19-2024
- Office Locations
- 1
Office Locations
23847 SKY Lane Elmira OR
About Crest Financial, LLC
Crest Financial LLC is an Oregon-registered RIA providing financial and investment planning, including tax, estate, insurance, and risk-management guidance. It highlights an ETF-focused retirement plan offering branded as My ETF 401(k) and primarily custodies with Charles Schwab & Co., serving both retail and institutional relationships.
Team overview
52 AVG AGE
$45.1M AVG AUM / ADVISOR
$643.8K AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Oak Vital vector
Investment Themes
Horizon radial Crest prime Horizon
Investment Vehicles
Pathway focus Delta vector
Services
Meridian north Fusion north Beacon Momentum bridge Glacier Eagle vector Ember value Glacier Insight
Owner & Executives
D
DOUGLAS EVAN RICHARDS
Chief Compliance Officer, Managing Member
- CRD
- #2356765
- Ownership
- 75% or more
(963) 461-4878
value.capital@vertexcapital.com
in linkedin.com/in/insight-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,069,488 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,069,488 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,069,488
Public Funds:
52.5% Cash:
16.4% Equity - Exchange:
20.9% Municipal Bonds:
10.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,054,498,598 | 52.5% |
| Cash | $329,405,276 | 16.4% |
| Equity - Exchange | $419,790,870 | 20.9% |
| Municipal Bonds | $204,874,014 | 10.2% |
| Total | $2,008,568,758 | 100.0% |