CRD: 334629
River Crescent Advisors, LLC
$136.8M Total AUM
$136.8M Disc. AUM
-- 3Y CAGR
2 Employees
140 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-03-2025
- Office Locations
- 1
Office Locations
800 W Riverview Drive Suffolk VA
About River Crescent Advisors, LLC
River Crescent Advisors, LLC is a Virginia-based RIA offering holistic financial planning and discretionary investment management, including retirement, estate and tax planning, plus charitable and insurance planning. The firm works with individuals and families (including entrepreneurs) and builds portfolios primarily using ETFs and municipal bonds. Client assets are custodied at Schwab (Schwab Alliance/client portal access).
Team overview
26 AVG AGE
$68.4M AVG AUM / ADVISOR
$977.3K AVG AUM / CLIENT
1.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
R
Roy Aldon Runyon III
Chief Compliance Officer, President
- CRD
- #7220243
- Ownership
- Less than 5%
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Tyler Reed Dunn
--
- CRD
- #7645146
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,820,102 | $560,738 |
| Non-Discretionary | $0 | -- |
| Total | $136,820,102 | $560,738 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Public Funds:
Available Cash:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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