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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 333 | 296 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.