Cresta Advisors is an SEC registered investment adviser organized as a limited partnership with a primary office location in Laredo, TX. Its latest Form ADV filing, dated March 26, 2026, reports $786M in regulatory assets under management, 12 employees, and 630 accounts.
Assets Under Management
$786M
Employees
12
Offices
--
Total Clients
333
Primary office
LAREDO, TX
2019 E. DEL MAR BLVD., SUITE 100, LAREDO, TX, United States
Top client segmentHNWI represent 33.3% of total clients.
Top client categories% of clientsClients
1
HNWI
33.3%
111
2
Individuals
29.7%
99
3
Corporations
14.4%
48
4
Irrevocable Trusts/Estates
11.1%
37
5
Pension Plans
5.7%
19
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$786Mas of March 26, 2026
Discretionary99.6%
$783M
100% of total RAUM99.6%
Non-discretionary0.4%
$3M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$786M
Total Accounts630
10Y AUM Change+$622M (+379.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee28:1
10Y Employee Change+8 (+200.0%)
* 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.