SourcingSourcing

RIVER CRESCENT ADVISORS, LLC

C49
CRD 334629·SEC 801-132065·SUFFOLK, VA
AUM
$136.8M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$410K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RIVER CRESCENT ADVISORS, LLC
CRD
334629
SEC file #
801-132065
EIN
—
DBA names
—

Economics

AUM
$136.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$122.7M → $136.8M▲ +12%
Client mix
Individuals Other115
Individuals High Net Worth25

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
SUFFOLK VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/30/2026
ADV-W filed at
—
Website
rivercrescentadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RIVER CRESCENT HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
RIVER CRESCENT HOLDINGS LLC
Runyon, Roy, Aldon
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RIVERCRESCENTADVISORS.COM
Rdap Domain Creation Date
2024-12-28T14:42:16Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2051
Soi Zip Pct 200k Plus
0.0347
Soi Zip Returns 200k Plus
840
Soi Zip Total AGI
1,681,757
Fdic Zip Total Deposits
18,107,775,000
Fdic Zip Branch Count
443
Fdic Zip Top Banks
Branch Banking and Trust Company
Farmers Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Bank of SuffolkSuffolk, VA
Bank of SuffolkSuffolk, VA
Fdic Zip HHI
616.3
Fdic Zip Top Bank Share Pct
11.25
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-12-28T14:42:16Z
Rdap Domain Last Changed
2024-12-28T14:42:16Z
Rdap Nameservers
Ns65.domaincontrol.comNs66.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI89,426
Returns6,600
Stub 2
AGI224,216
Returns6,110
Stub 3
AGI244,503
Returns3,980
Soi Zip Total Business Income
13,890
Soi Zip Total Cap Gains
45,727
Soi Zip Total Dividends
19,028
Soi Zip Total Returns
24,180
Trust Company Affiliate
No

People (2)

2
Runyon, Roy, Aldon
IAR · Executive Officer · 2.5%
7220243
Tyler Reed Dunn
IAR
7645146