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Crespi Capital Advisors, LLC (San Juan Capistrano)


Crespi Capital Advisors, LLC is a related adviser based in San Juan Capistrano. It manages $5 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Connecticut, New York, and Washington.

Crespi Capital Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Crespi Capital Advisors: assets under management

The assets under management (AUM) of Crespi Capital Advisors, LLC is $5 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Crespi Capital Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Juan Capistrano

The principal office where Crespi Capital Advisors, LLC performs its advisory services is located at 31432 Juliana Farms Rd, San Juan Capistrano, CA 92675, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-485-2446 or by fax 949-606-9134. The normal business hours are 5:00am - 2:00pm pdt on Monday - Friday.


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