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CRESTA ADVISORS
Legal name: CRESTA ADVISORS, LTD.
CRD 169641File 801-79454
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$786.0M
Above cohort median (national)
Discretionary AUM
$782.8M
Non-discretionary $3.2M
Clients
296
630 accounts
Employees
12
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 9, 2014
- Principal office
- 2019 E. DEL MAR BLVD., SUITE 100, LAREDO, TX, 78041
- Phone
- 956-267-8130
- Website
- http://www.cresta401k.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $786.0M
- Discretionary AUM
- $782.8M
- Non-discretionary AUM
- $3.2M
- Discretionary accounts
- 608
- Non-discretionary accounts
- 22
- Total accounts
- 630
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 48 | $159.5M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | 12 | $12.8M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 111 | $302.0M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 19 | $31.0M |
| State or municipal government entities | 7 | $190.1M |
| Individuals (other than high net worth individuals) | 99 | $28.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 333 | 296 | decreased by37 |
| Apr 1, 2026 | Employees | 10 | 12 | increased by2 |
| Apr 1, 2026 | Clients | 322 | 333 | increased by11 |
| Apr 1, 2026 | AUM | $533,116,218 | $786,011,371 | increased by$252,895,153 |
| Apr 1, 2026 | Accounts | 581 | 630 | increased by49 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 10 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 263 | 322 | increased by59 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $343,397,496 | $533,116,218 | increased by$189,718,722 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 451 | 581 | increased by130 |
| Apr 1, 2022 | Clients | 259 | 263 | increased by4 |
| Apr 1, 2022 | AUM | $321,323,962 | $343,397,496 | increased by$22,073,534 |
| Apr 1, 2022 | Accounts | 452 | 451 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CRESTA ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CRESTA ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.