CRD: 336507

Riley S. Crosbie Advisory, LLC

Logan, UT, 84321

(435) 752-5558

$118.9M Total AUM

$118.9M Disc. AUM

-- 3Y CAGR

3 Employees

101 ADV. Clients

1 yrs Firm Age

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Firm Details

Custodian: Charles Schwab & Company
Clients: Retail and Institutional
Platforms: --
Established Date: 06-25-2025
Office Locations: 1

Office Locations

76 E 200 N Suite 110 Logan UT

About Riley S. Crosbie Advisory, LLC

Riley S. Crosbie Advisory, LLC is a Logan-based RIA. The firm has been operating for 1 years. Managing $118.9M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.

Team overview

26 AVG AGE

$39.6M AVG AUM / ADVISOR

$1.2M AVG AUM / CLIENT

0.8 yrs AVG TENURE

3 Employees

3 Advisory Reps

3 RIA Reps

1yrs Firm Age

Insights

Available

Asset Classes

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

RILEY STEVENS CROSBIE

Chief Compliance Officer, Managing Director, Managing Member, Owner

CRD: #6538869
Ownership: 75% or more

Available

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Contacts

Jordan John Castleton

CRD: #7941675

Available

Jaeden Gonzalez May

CRD: #7224395

Available

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Assets Under Management

Total AUM

Discretionary

Non-Discretionary

06-09-2026

Category	Assets	AVG. Account size
Discretionary	$118,881,531	$362,444
Non-Discretionary	$0	--
Total	$118,881,531	$362,444

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Separately Managed Accounts

Total SMA Asset: Available

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Public Funds:

Available

Equity - Exchange:

Available

Cash:

Available

Asset class	Assets	Assets %
Public Funds	Available	Available
Equity - Exchange	Available	Available
Cash	Available	Available
Total	Available	Available

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Riley S. Crosbie Advisory, LLC

Firm Details

Office Locations

About Riley S. Crosbie Advisory, LLC

Team overview

Insights

Asset Classes

Investment Themes

Investment Vehicles

Services

Owner & Executives

Contacts

Assets Under Management

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Separately Managed Accounts

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