Crescent Capital Consulting, LLC Employee Directory

Financial ServicesLouisiana, United States11-50 Employees

Crescent Capital Consulting, LLC is a New Orleans-based financial services firm that operates as a fee-only advisory and consulting practice. It provides research, education, decision support, and tailored advice across four lines of business: Investment Management Consulting, Wealth Management, Foundation Administration, and 401(k) Consulting. The firm targets a diverse client base that includes foundations, endowments, institutions, corporations, family offices, and high-net-worth individuals, delivering solutions-focused guidance and ongoing client education to help navigate investment complexity and volatility. Founded and headquartered in New Orleans, Crescent emphasizes a team with substantial industry experience and professional designations, seeking to maintain a forward-looking stance in a evolving marketplace. A notable development in the firm’s recent history is its acquisition by CapTrust Advisors, LLC, indicating a significant organizational change while continuing to operate within the broader financial services landscape.

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