Crescent City Retirement Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Metairie, LA. Its latest Form ADV filing, dated April 28, 2026, reports $131M in regulatory assets under management, 12 employees, 2 offices, and 933 accounts.
Assets Under Management
$131M
Employees
12
Offices
2 offices
Total Clients
933
Primary office
METAIRIE, LA
3500 NORTH CAUSEWAY BLVD, SUITE 1442, METAIRIE, LA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 98.4% of total clients.
Top client categories% of clientsClients
1
Individuals
98.4%
918
2
HNWI
1.6%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$131Mas of April 28, 2026
Discretionary100.0%
$131M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$131M
Total Accounts933
10Y AUM Change+$22M (+20.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee78:1
10Y Employee Change+3 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.