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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

CRESCENT CAPITAL CONSULTING, LLC

CRD 154925

NEW ORLEANS, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:07dc6438-5c7d-7f16-b943-3cf7e7a223a4

Data as of Jan 19, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 4
On other graphs: 1
Observed: Mar 15, 2012 to Jan 19, 2022
30 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Crescent Capital Consulting, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.2BItem 5.F on the latest filing (2022-01-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.0B
Private client RAUM: $584MderivedItem 5.D individuals plus high net worth individuals
Private client share: 49%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 18
Advisory employees: 15
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 842
Individual clients: 20
High net worth clients: 125
Custody, client assets: $73.6M
SEC number: 801-71795
CRD: 154925
Filings on the tape: 30
First filed: Mar 15, 2012
Latest filed: Jan 19, 2022
Organised: Limited Liability Company, Louisiana

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FITZPATRICK, BRYAN, W	INTEREST HOLDER, MANAGING MEMBER	E	yes	01/2017	Mar 27, 2014	Jan 19, 2022
FITZPATRICK, BRYAN, W	MEMBER, DIRECTOR, EVP-DEVELOPMENT	Na	yes	02/2014	Mar 27, 2014	Jan 19, 2022
GRACE, SHERIDAN, BARNES	CHIEF COMPLIANCE OFFICER	Na	yes	05/2018	Jun 4, 2018	Jan 19, 2022
RAMPART INVESTMENTS, LLC	INTEREST HOLDER	B	yes	01/2017	Mar 23, 2017	Jan 19, 2022
WISDOM, ANDREW, BELL	MANAGING MEMBER, DIRECTOR & PRESIDENT	D	yes	08/2010	Mar 15, 2012	Jan 19, 2022
ZERVIGON, LUIS, CHARLES	MEMBER, DIRECTOR, EVP-OPERATIONS	C	yes	08/2010	Mar 15, 2012	Jan 19, 2022

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CAPFINANCIAL PARTNERS, LLC	n/a	Institutional manager	$1237B	N	yes	n/a
CAPFINANCIAL SECURITIES, LLC.	n/a	Former SEC adviser	$116B	N	yes	n/a
PENSIONMARK FINANCIAL GROUP, LLC	n/a	Other adviser	$72B	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Feb 22, 2021	$1.2B	$1.0B	18	15	0	n/a	n/a
2019	Mar 19, 2020	$757M	$610M	13	12	0	n/a	n/a
2018	Mar 26, 2019	$618M	$326M	15	13	0	n/a	n/a
2017	Feb 9, 2018	$608M	$335M	14	12	0	n/a	n/a
2016	Mar 23, 2017	$518M	$256M	14	11	n/a	n/a	n/a
2015	Mar 17, 2016	$467M	$218M	14	10	n/a	n/a	n/a
2014	Mar 19, 2015	$421M	$189M	14	9	n/a	n/a	n/a
2013	Mar 27, 2014	$334M	$134M	13	8	n/a	n/a	n/a
2012	Mar 27, 2013	$304M	$119M	13	8	n/a	n/a	n/a
2011	Mar 15, 2012	$1.7B	$0	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$1.2B	$757M	58.9%	$608M	25.6%	18	13	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Captrust	2	Mar 29, 2022	Mar 1, 2022	NEW ORLEANS, LA	Team lift out	Other	100.0%

Relationships

Affiliated with (3)

→ CAPTRUST FINANCIAL ADVISORSRegistered adviserbroker-dealer, common control
factForm ADV
→ CAPTRUSTRegistered adviserother investment adviser, common control
factForm ADV
→ WORLD INVESTMENT ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (5)

← WISDOM, ANDREW, BELLOwnerMANAGING MEMBER, DIRECTOR & PRESIDENT, ownership code D, individual
Mar 15, 2012 to presentfactForm ADV
← ZERVIGON, LUIS, CHARLESOwnerMEMBER, DIRECTOR, EVP-OPERATIONS, ownership code C, individual
Mar 15, 2012 to presentfactForm ADV
← GRACE, SHERIDAN, BARNESOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 4, 2018 to presentfactForm ADV
← FITZPATRICK, BRYAN, WOwnerINTEREST HOLDER, MANAGING MEMBER, ownership code E, individual
Mar 27, 2014 to presentfactForm ADV
← RAMPART INVESTMENTS, LLCOwnerINTEREST HOLDER, ownership code B, domestic entity
Mar 23, 2017 to presentfactForm ADV

Registered with (3)

← Edwin Richard RodriguezAdvisorregistration: previous registration
Jun 1, 2020 to Mar 29, 2022factForm ADV
← ANDREW BELL WISDOMAdvisorregistration: previous registration
May 23, 2013 to Mar 29, 2022factForm ADV
← PIERRE BLAISE VILLEREAdvisorregistration: previous registration
Jun 24, 2016 to Apr 19, 2017factForm ADV

Moved with (1)

→ CAPTRUSTRegistered adviser2 advisors, team lift out, same day
Mar 29, 2022 to Mar 1, 2022factForm ADV

Dated events

Occurred
Mar 29, 2022
Team lift-out
2 advisors left Crescent Capital Consulting, LLC (New Orleans, LA) for Captrust on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Mar 29, 2022
Advisor changed firm
Edwin Richard Rodriguez left Crescent Capital Consulting, Llc for Captrust (registered 2022-03-01)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2022
Advisor changed firm
Andrew Bell Wisdom left Crescent Capital Consulting, Llc for Captrust (registered 2022-01-21)
Form ADVobserved 6 days ago
Occurred
Feb 22, 2021
Regulatory AUM changed
Crescent Capital Consulting, Llc reported RAUM $1.2B, up 59% from $757.3M (2020-10-20 to 2021-02-22)
Form ADVobserved 6 days ago
$446M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:07dc6438-5c7d-7f16-b943-3cf7e7a223a4
First observed: Mar 15, 2012
Last observed: Jan 19, 2022 56 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CRESCENT CAPITAL CONSULTING, LLC

CRD 154925

NEW ORLEANS, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:07dc6438-5c7d-7f16-b943-3cf7e7a223a4

Data as of Jan 19, 2022 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:02 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FITZPATRICK, BRYAN, W

INTEREST HOLDER, MANAGING MEMBER

yes

01/2017

Mar 27, 2014

Jan 19, 2022

FITZPATRICK, BRYAN, W

MEMBER, DIRECTOR, EVP-DEVELOPMENT

yes

02/2014

Mar 27, 2014

Jan 19, 2022

GRACE, SHERIDAN, BARNES

CHIEF COMPLIANCE OFFICER

yes

05/2018

Jun 4, 2018

Jan 19, 2022

RAMPART INVESTMENTS, LLC

INTEREST HOLDER

yes

01/2017

Mar 23, 2017

Jan 19, 2022

WISDOM, ANDREW, BELL

MANAGING MEMBER, DIRECTOR & PRESIDENT

yes

08/2010

Mar 15, 2012

Jan 19, 2022

ZERVIGON, LUIS, CHARLES

MEMBER, DIRECTOR, EVP-OPERATIONS

yes

08/2010

Mar 15, 2012

Jan 19, 2022

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAPFINANCIAL PARTNERS, LLC

n/a

Institutional manager

$1237B

yes

n/a

CAPFINANCIAL SECURITIES, LLC.

n/a

Former SEC adviser

$116B

yes

n/a

PENSIONMARK FINANCIAL GROUP, LLC

n/a

Other adviser

$72B

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Feb 22, 2021

$1.2B

$1.0B

n/a

2019

Mar 19, 2020

$757M

$610M

n/a

2018

Mar 26, 2019

$618M

$326M

n/a

2017

Feb 9, 2018

$608M

$335M

n/a

2016

Mar 23, 2017

$518M

$256M

n/a

2015

Mar 17, 2016

$467M

$218M

n/a

2014

Mar 19, 2015

$421M

$189M

n/a

2013

Mar 27, 2014

$334M

$134M

n/a

2012

Mar 27, 2013

$304M

$119M

n/a

2011

Mar 15, 2012

$1.7B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$1.2B

$757M

58.9%

$608M

25.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Captrust

Mar 29, 2022

Mar 1, 2022

NEW ORLEANS, LA

Team lift out

Other

100.0%