Cresap, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Radnor, PA. Its latest Form ADV filing, dated March 27, 2026, reports $339M in regulatory assets under management, 16 employees, 1 office, and 604 accounts.
Assets Under Management
$339M
Employees
16
Offices
1 office
Total Clients
604
Primary office
RADNOR, PA
259 N. RADNOR-CHESTER RD., STE 140, RADNOR, PA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
604
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$339Mas of March 27, 2026
Discretionary5.5%
$19M
6% of total RAUM5.5%
Non-discretionary94.5%
$320M
94% of total RAUM94.5%
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.
Latest AUM$339M
Total Accounts604
10Y AUM Change+$183M (+116.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee38:1
10Y Employee Change-19 (-54.3%)
* 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.