Cresta Advisors, Ltd.
● SEC registered since 2014CRD 169641SEC# 801-79454Laredo, TX
Reg. AUM
$786M
Employees
12
Accounts
630
Location
Laredo, TX
Cresta Advisors, Ltd. assets under management
Cresta Advisors, Ltd. is an investment advisory firm registered with the SEC based in Laredo, TX. The firm has been registered since 2014. It reports $786 million in regulatory assets under management and employs 12 people.
Cresta Advisors, Ltd. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| D and G Mgmt Co., LLC | Owner | Under 5% | 2014 |
| Manuel Eugenio Garza Control | Partner And Chief Compliance Officer | 50-75% | 2013 |
| Mark Lawrence Deutsch Control | Partner | 25-50% | 2013 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Cresta Advisors, Ltd. manage?
Cresta Advisors, Ltd. reports $786 million in regulatory assets under management on its Form ADV.
How many employees does Cresta Advisors, Ltd. have?
Cresta Advisors, Ltd. reports 12 employees.
Where is Cresta Advisors, Ltd. located?
Cresta Advisors, Ltd. is based in Laredo, TX and has been SEC-registered since 2014.
Does Cresta Advisors, Ltd. disclose fund performance?
Cresta Advisors, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2019 E. del Mar Blvd., Suite 100, Laredo, TX 78041 |
| Phone | 956-267-8130 |
| Fax | 956-267-8135 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$786M▲ 47%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$786Mregulatory AUM
Discretionary $782.8MNon-discretionary $3.2M