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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

CRESCENT FINANCIAL ADVISORS

CLEMSON-EPS ADVISORS, LLC, CRD 153101

SENECA, SC

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:629c444b-4288-e9a4-454d-984dab87d8bf

Data as of Oct 10, 2025 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 7
On other graphs: 0
Observed: Feb 8, 2012 to Oct 10, 2025
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

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: $193MItem 5.F on the latest filing (2025-10-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $193M
Private client RAUM: $191MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 824
Individual clients: 352
High net worth clients: 76
Custody, client assets: $37.5M
SEC number: 801-114128
CRD: 153101
Filings on the tape: 22
First filed: Feb 8, 2012
Latest filed: Oct 10, 2025
Organised: Limited Liability Company, SC
Website: crescentfa.com

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
FREDMAN, JAN, STURE	MANAGING MEMBER	E	yes	10/2009	Feb 8, 2012	Jul 25, 2024
Talley-Kelley, Lori, Melissa	CHIEF COMPLIANCE OFFICER	Na	yes	12/2019	Jan 2, 2020	Jul 25, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Thibadoux	La	United States	0	no

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
2024	Feb 13, 2025	$193M	$193M	3	3	1	n/a	n/a
2023	Feb 6, 2024	$160M	$160M	2	2	1	n/a	n/a
2022	Jan 31, 2023	$138M	$138M	5	2	0	n/a	n/a
2021	Feb 18, 2022	$143M	$143M	5	2	0	n/a	n/a
2020	Feb 19, 2021	$114M	$114M	5	2	0	n/a	n/a
2019	Feb 19, 2020	$108M	$108M	4	2	0	n/a	n/a
2018	Feb 1, 2019	$104M	$104M	4	2	0	n/a	n/a
2011	Feb 8, 2012	$65.5M	$65.5M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	3	-3	n/a	0	0	0	0	3

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
2024	$193M	$160M	20.7%	$143M	10.4%	4	2	1	1

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
CWM, LLC	3	Mar 30, 2026	Jul 17, 2025	SENECA, SC	Firm absorbed	RIA to ibd	100.0%

Relationships

Registered with (3)

← JAN STURE FREDMANAdvisorregistration: previous registration
Apr 12, 2010 to Mar 30, 2026factForm ADV
← Lori Melissa Talley-KelleyAdvisorregistration: previous registration
Apr 5, 2016 to Mar 30, 2026factForm ADV
← Sarah McKenzi KelleyAdvisorregistration: previous registration
Jul 12, 2024 to Mar 30, 2026factForm ADV

Moved with (1)

→ CWM, LLCRegistered adviser3 advisors, firm absorbed, same day
Mar 30, 2026 to Jul 17, 2025factForm ADV

Controls (2)

← FREDMAN, JAN, STUREOwnerMANAGING MEMBER, ownership code E, individual
Feb 8, 2012 to Jul 25, 2024factForm ADV
← Talley-Kelley, Lori, MelissaOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 2, 2020 to Jul 25, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 30, 2026
Firm absorbed
Crescent Financial Advisors's advisors moved to Cwm, LLC (Seneca, SC): 3 of 3 registered, on the same day
Form ADVobserved 3 days ago
3 advisors
Occurred
Mar 30, 2026
Advisor changed firm
Lori Melissa Talley-Kelley left Crescent Financial Advisors for Cwm, Llc (registered 2025-07-16)
Form ADVobserved 3 days ago
Occurred
Mar 30, 2026
Advisor changed firm
Sarah Mckenzi Kelley left Crescent Financial Advisors for Cwm, Llc (registered 2025-07-16)
Form ADVobserved 3 days ago
Occurred
Mar 30, 2026
Advisor changed firm
Jan Sture Fredman left Crescent Financial Advisors for Cwm, Llc (registered 2025-07-17)
Form ADVobserved 3 days ago
Occurred
Jan 2, 2020
Control person joined
Melissa Lori Talley-Kelley (Chief Compliance Officer) appeared on Schedule A of Crescent Financial Advisors
Form ADVobserved 3 days ago
Occurred
Sep 13, 2018
First Form ADV filing
Clemson-Eps Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Show 1 bookkeeping events

Occurred
May 1, 2026
Crescent Financial Advisors no longer on the SEC adviser roster (last listed 2026-04-01, RAUM $192.8M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:629c444b-4288-e9a4-454d-984dab87d8bf
First observed: Feb 8, 2012
Last observed: Oct 10, 2025 11 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 FINANCIAL ADVISORS

CLEMSON-EPS ADVISORS, LLC, CRD 153101

SENECA, SC

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:629c444b-4288-e9a4-454d-984dab87d8bf

Data as of Oct 10, 2025 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:00 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FREDMAN, JAN, STURE

MANAGING MEMBER

yes

10/2009

Feb 8, 2012

Jul 25, 2024

Talley-Kelley, Lori, Melissa

CHIEF COMPLIANCE OFFICER

yes

12/2019

Jan 2, 2020

Jul 25, 2024

City

State

Country

Employees

Also broker-dealer

Thibadoux

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Feb 13, 2025

$193M

n/a

2023

Feb 6, 2024

$160M

n/a

2022

Jan 31, 2023

$138M

n/a

2021

Feb 18, 2022

$143M

n/a

2020

Feb 19, 2021

$114M

n/a

2019

Feb 19, 2020

$108M

n/a

2018

Feb 1, 2019

$104M

n/a

2011

Feb 8, 2012

$65.5M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-3

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$193M

$160M

20.7%

$143M

10.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CWM, LLC

Mar 30, 2026

Jul 17, 2025

SENECA, SC

Firm absorbed

RIA to ibd

100.0%