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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 10, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Talley-Kelley, Lori, Melissa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Talley-Kelley, Lori, Melissa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Talley-Kelley, Lori, Melissa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Talley-Kelley, Lori, Melissa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Talley-Kelley, Lori, Melissa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Talley-Kelley, Lori, Melissa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Talley-Kelley, Lori, Melissa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Talley-Kelley, Lori, Melissa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Talley-Kelley, Lori, Melissa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Talley-Kelley, Lori, Melissa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Talley-Kelley, Lori, Melissa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Talley-Kelley, Lori, Melissa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Talley-Kelley, Lori, Melissa | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FREDMAN, JAN, STURE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FREDMAN, JAN, STURE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FREDMAN, JAN, STURE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FREDMAN, JAN, STURE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FREDMAN, JAN, STURE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FREDMAN, JAN, STURE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FREDMAN, JAN, STURE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FREDMAN, JAN, STURE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FREDMAN, JAN, STURE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FREDMAN, JAN, STURE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| FREDMAN, JAN, STURE | I | MANAGING MEMBER | E | Control |
| FREDMAN, JAN, STURE | I | MANAGING MEMBER | E | Control |
| FREDMAN, JAN, STURE | I | MANAGING MEMBER | E | Control |
| FREDMAN, JAN, STURE | I | MANAGING MEMBER | E | Control |
| FREDMAN, JAN, STURE | I | MANAGING MEMBER | E | Control |
| FREDMAN, JAN, STURE | I | MANAGING MEMBER | E | Control |
| FREDMAN, JAN, STURE | I | MANAGING MEMBER | E | Control |
| FREDMAN, JAN, STURE | I | MANAGING MEMBER | E | Control |
| FREDMAN, JAN, STURE | I | MANAGING MEMBER | E | Control |
| FREDMAN, JAN, STURE | I | MANAGING MEMBER | E | Control |
| FREDMAN, JAN, STURE | I | MANAGING MEMBER | E | Control |
| FREDMAN, JAN, STURE | I | MANAGING MEMBER | E | Control |
| FREDMAN, JAN, STURE | I | MANAGING MEMBER | E | Control |
| FREDMAN, JAN, STURE | I | MANAGING MEMBER | D | Control |
| FREDMAN, JAN, STURE | I | MANAGING MEMBER | D | Control |
| Talley-Kelley, Lori, Melissa | I | CHIEF COMPLIANCE OFFICER | C | Control |
| Talley-Kelley, Lori, Melissa | I | CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Oct 10, 2025 REGISTERED
Notice Filings (6)
FL GA LA NC SC TX
Address
10704 CLEMSON BOULEVARDSENECA, SC 29678
United States
Phone: (864) 888-2666