CRESTA ADVISORS, LTD.
Legal name: CRESTA ADVISORS
CRD #169641 SEC #801-79454 LAREDO, TX 956-267-8130
SEC Registered
Total AUM
$533.1M
Discretionary
$527.3M
Employees
10
Clients
0
Accounts
581
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $533.1M | $527.3M | $5.8M | 10 | 0 |
| Aug 2024 | $418M | $411.1M | $7M | 7 | 0 |
| Apr 2024 | $418M | $411.1M | $7M | 7 | 0 |
| Mar 2024 | $418M | $411.1M | $7M | 7 | 0 |
| Nov 2023 | $348.5M | $339.7M | $8.8M | 8 | 0 |
| Aug 2023 | $348.5M | $339.7M | $8.8M | 8 | 0 |
| May 2023 | $348.5M | $339.7M | $8.8M | 8 | 0 |
| Mar 2023 | $348.5M | $339.7M | $8.8M | 7 | 0 |
| Mar 2022 | $343.4M | $333.8M | $9.6M | 7 | 0 |
| Mar 2021 | $321.3M | $310.9M | $10.5M | 7 | 0 |
| Aug 2020 | $272M | $254.4M | $17.6M | 6 | 0 |
| Jun 2020 | $272M | $254.4M | $17.6M | 6 | 0 |
| Jun 2020 | $272M | $254.4M | $17.6M | 6 | 0 |
| Jun 2020 | $272M | $254.4M | $17.6M | 6 | 0 |
| Mar 2020 | $272M | $254.4M | $17.6M | 6 | 0 |
| Sep 2019 | $223.7M | $205.8M | $17.9M | 4 | 0 |
| May 2019 | $223.7M | $205.8M | $17.9M | 4 | 0 |
| Mar 2019 | $223.7M | $205.8M | $17.9M | 4 | 0 |
| Mar 2018 | $191.5M | $182.2M | $9.3M | 4 | 0 |
| Mar 2017 | $164.1M | $155.2M | $8.9M | 4 | 125 |
| Sep 2016 | $155M | $128.8M | $26.3M | 5 | 26 |
| Apr 2016 | $155M | $128.8M | $26.3M | 4 | 26 |
| Mar 2016 | $155M | $128.8M | $26.3M | 4 | 26 |
| Mar 2016 | $155M | $128.8M | $26.3M | 4 | 26 |
| Jun 2015 | $149.1M | $126M | $23.1M | 3 | 26 |
| Apr 2015 | $149.1M | $126M | $23.1M | 3 | 26 |
| Mar 2015 | $149.1M | $126M | $23.1M | 3 | 26 |
| Mar 2015 | $149.1M | $126M | $23.1M | 2 | 26 |
| Feb 2015 | $105M | $105M | $0 | 2 | 100 |
| Nov 2014 | $105M | $105M | $0 | 2 | 100 |
| Nov 2014 | $105M | $105M | $0 | 2 | 100 |
| May 2014 | $105M | $105M | $0 | 2 | 100 |
| Apr 2014 | $105M | $105M | $0 | 2 | 100 |
| Mar 2014 | $105M | $105M | $0 | 2 | 100 |
DateMar 2025
Total AUM$533.1M
Discretionary$527.3M
Non-Disc.$5.8M
Employees10
Clients0
DateAug 2024
Total AUM$418M
Discretionary$411.1M
Non-Disc.$7M
Employees7
Clients0
DateApr 2024
Total AUM$418M
Discretionary$411.1M
Non-Disc.$7M
Employees7
Clients0
DateMar 2024
Total AUM$418M
Discretionary$411.1M
Non-Disc.$7M
Employees7
Clients0
DateNov 2023
Total AUM$348.5M
Discretionary$339.7M
Non-Disc.$8.8M
Employees8
Clients0
DateAug 2023
Total AUM$348.5M
Discretionary$339.7M
Non-Disc.$8.8M
Employees8
Clients0
DateMay 2023
Total AUM$348.5M
Discretionary$339.7M
Non-Disc.$8.8M
Employees8
Clients0
DateMar 2023
Total AUM$348.5M
Discretionary$339.7M
Non-Disc.$8.8M
Employees7
Clients0
DateMar 2022
Total AUM$343.4M
Discretionary$333.8M
Non-Disc.$9.6M
Employees7
Clients0
DateMar 2021
Total AUM$321.3M
Discretionary$310.9M
Non-Disc.$10.5M
Employees7
Clients0
DateAug 2020
Total AUM$272M
Discretionary$254.4M
Non-Disc.$17.6M
Employees6
Clients0
DateJun 2020
Total AUM$272M
Discretionary$254.4M
Non-Disc.$17.6M
Employees6
Clients0
DateJun 2020
Total AUM$272M
Discretionary$254.4M
Non-Disc.$17.6M
Employees6
Clients0
DateJun 2020
Total AUM$272M
Discretionary$254.4M
Non-Disc.$17.6M
Employees6
Clients0
DateMar 2020
Total AUM$272M
Discretionary$254.4M
Non-Disc.$17.6M
Employees6
Clients0
DateSep 2019
Total AUM$223.7M
Discretionary$205.8M
Non-Disc.$17.9M
Employees4
Clients0
DateMay 2019
Total AUM$223.7M
Discretionary$205.8M
Non-Disc.$17.9M
Employees4
Clients0
DateMar 2019
Total AUM$223.7M
Discretionary$205.8M
Non-Disc.$17.9M
Employees4
Clients0
DateMar 2018
Total AUM$191.5M
Discretionary$182.2M
Non-Disc.$9.3M
Employees4
Clients0
DateMar 2017
Total AUM$164.1M
Discretionary$155.2M
Non-Disc.$8.9M
Employees4
Clients125
DateSep 2016
Total AUM$155M
Discretionary$128.8M
Non-Disc.$26.3M
Employees5
Clients26
DateApr 2016
Total AUM$155M
Discretionary$128.8M
Non-Disc.$26.3M
Employees4
Clients26
DateMar 2016
Total AUM$155M
Discretionary$128.8M
Non-Disc.$26.3M
Employees4
Clients26
DateMar 2016
Total AUM$155M
Discretionary$128.8M
Non-Disc.$26.3M
Employees4
Clients26
DateJun 2015
Total AUM$149.1M
Discretionary$126M
Non-Disc.$23.1M
Employees3
Clients26
DateApr 2015
Total AUM$149.1M
Discretionary$126M
Non-Disc.$23.1M
Employees3
Clients26
DateMar 2015
Total AUM$149.1M
Discretionary$126M
Non-Disc.$23.1M
Employees3
Clients26
DateMar 2015
Total AUM$149.1M
Discretionary$126M
Non-Disc.$23.1M
Employees2
Clients26
DateFeb 2015
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees2
Clients100
DateNov 2014
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees2
Clients100
DateNov 2014
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees2
Clients100
DateMay 2014
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees2
Clients100
DateApr 2014
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees2
Clients100
DateMar 2014
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees2
Clients100