CLEMSON-EPS ADVISORS, LLC
Legal name: CRESCENT FINANCIAL ADVISORS
CRD #153101 SEC #801-114128 SENECA, SC (864) 888-2666
SEC Registered
Total AUM
$192.8M
Discretionary
$192.8M
Employees
4
Clients
26
Accounts
824
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $192.8M | $192.8M | $0 | 4 | 0 |
| Feb 2025 | $192.8M | $192.8M | $0 | 3 | 0 |
| Jul 2024 | $159.7M | $159.7M | $0 | 3 | 0 |
| Feb 2024 | $159.7M | $159.7M | $0 | 2 | 0 |
| Feb 2024 | $138.4M | $138.4M | $0 | 2 | 0 |
| Feb 2023 | $138.4M | $138.4M | $0 | 2 | 0 |
| Jan 2023 | $138.4M | $138.4M | $0 | 5 | 0 |
| Nov 2022 | $143.4M | $143.4M | $0 | 5 | 0 |
| Feb 2022 | $143.4M | $143.4M | $0 | 5 | 0 |
| Sep 2021 | $114.3M | $114.3M | $0 | 5 | 0 |
| Feb 2021 | $114.3M | $114.3M | $0 | 5 | 0 |
| Apr 2020 | $108.4M | $108.4M | $0 | 4 | 0 |
| Apr 2020 | $108.4M | $108.4M | $0 | 4 | 0 |
| Feb 2020 | $108.4M | $108.4M | $0 | 4 | 0 |
| Jan 2020 | $103.7M | $103.7M | $0 | 4 | 0 |
| Feb 2019 | $103.7M | $103.7M | $0 | 4 | 0 |
| Sep 2018 | $111.1M | $111.1M | $0 | 2 | 0 |
| Jun 2012 | $65.5M | $65.5M | $0 | 1 | 141 |
| May 2012 | $65.5M | $65.5M | $0 | 1 | 141 |
| May 2012 | $65.5M | $65.5M | $0 | 1 | 141 |
| Feb 2012 | $65.5M | $65.5M | $0 | 1 | 141 |
| Jan 2011 | $53.9M | $53.9M | $0 | 5 | -- |
| Jul 2010 | $53.9M | $53.9M | $0 | 5 | -- |
| Jul 2010 | $53.9M | $53.9M | $0 | 5 | -- |
DateOct 2025
Total AUM$192.8M
Discretionary$192.8M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$192.8M
Discretionary$192.8M
Non-Disc.$0
Employees3
Clients0
DateJul 2024
Total AUM$159.7M
Discretionary$159.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$159.7M
Discretionary$159.7M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$138.4M
Discretionary$138.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$138.4M
Discretionary$138.4M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$138.4M
Discretionary$138.4M
Non-Disc.$0
Employees5
Clients0
DateNov 2022
Total AUM$143.4M
Discretionary$143.4M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$143.4M
Discretionary$143.4M
Non-Disc.$0
Employees5
Clients0
DateSep 2021
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees4
Clients0
DateJan 2020
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees4
Clients0
DateSep 2018
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees2
Clients0
DateJun 2012
Total AUM$65.5M
Discretionary$65.5M
Non-Disc.$0
Employees1
Clients141
DateMay 2012
Total AUM$65.5M
Discretionary$65.5M
Non-Disc.$0
Employees1
Clients141
DateMay 2012
Total AUM$65.5M
Discretionary$65.5M
Non-Disc.$0
Employees1
Clients141
DateFeb 2012
Total AUM$65.5M
Discretionary$65.5M
Non-Disc.$0
Employees1
Clients141
DateJan 2011
Total AUM$53.9M
Discretionary$53.9M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$53.9M
Discretionary$53.9M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$53.9M
Discretionary$53.9M
Non-Disc.$0
Employees5
Clients--