CRESAP, INC.

CRD 25899File 801-79750

APPROVED

Retail clients

Disclosure events

Filing as of Mar 27, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$339.0M

Below cohort median (national)

Discretionary AUM

$18.8M

Non-discretionary $320.2M

Clients

604

604 accounts

Employees

Below cohort median in PA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Jun 9, 2014
Principal office: 259 N. RADNOR-CHESTER RD., STE 140, RADNOR, PA, 19087
Phone: 610-341-1320
Website: HTTP://WWW.CRESAP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $339.0M
Discretionary AUM: $18.8M
Non-discretionary AUM: $320.2M
Discretionary accounts: 40
Non-discretionary accounts: 564
Total accounts: 604
AUM per client: $561K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Individuals (other than high net worth individuals)	604	$339.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — FIRM MAY RECEIVE ADVISORY FEES FROM ACCOUNTS REFERRED TO OUT.ADV
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11D4

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	18	16	decreased by2
Apr 1, 2026	Clients	585	604	increased by19
Apr 1, 2026	Accounts	595	604	increased by9
May 1, 2025 vs Oct 1, 2022	Employees	20	18	decreased by2
May 1, 2025 vs Oct 1, 2022	Clients	540	585	increased by45
May 1, 2025 vs Oct 1, 2022	AUM	$312,009,351	$339,016,488	increased by$27,007,137
May 1, 2025 vs Oct 1, 2022	Accounts	540	595	increased by55
Apr 1, 2022	Employees	21	20	decreased by1
Apr 1, 2022	AUM	$293,652,318	$312,009,351	increased by$18,357,033
Jan 1, 2022	Disclosures	No	Yes
May 1, 2021	Clients	526	540	increased by14
May 1, 2021	AUM	$222,811,661	$293,652,318	increased by$70,840,657
May 1, 2021	Accounts	526	540	increased by14
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 “CRESAP” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CRESAP” 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.