Data / Investment advisers / Utah / Riley S. Crosbie Advisory, LLC
Riley S. Crosbie Advisory, LLC, Logan, UT: $119 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Riley S. Crosbie Advisory, LLC is an SEC registered investment adviser with its main office in Logan, Utah and reports $119 million in regulatory assets under management in its Form ADV filed June 9, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 336507
- SEC file number
- 801-136266
- SEC status
- Approved, effective May 15, 2026
- Main office
- 76 E 200 N Suite 110, Logan, UT 84321
- Phone
- (435) 752-5558
- Regulatory AUM
- $118,881,531 in the Form ADV filed June 9, 2026
- Discretionary AUM
- $118,881,531
- Accounts
- 328
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 76 | $103.7 million |
| Pension and profit sharing plans | 3 | $9 million |
| Individuals (other than high net worth individuals) | 21 | $4.6 million |
| Corporations or other businesses | 1 | $1.5 million |
Other advisers in Utah
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Brighton Wealth Management, Inc. | Cottonwood Heights | $131.9 million | Not listed | adviserinfo.sec.gov |
| Altura Private Wealth LLC | Centerville | $129.1 million | Not listed | adviserinfo.sec.gov |
| Octant Quantitative Investment Management LLC | Salt Lake City | $128.2 million | Not listed | adviserinfo.sec.gov |
| Solidarity Capital Management, LLC | Lehi | $127.6 million | 1 | adviserinfo.sec.gov |
| Lone Peak Advisers | Draper | $125.4 million | Not listed | adviserinfo.sec.gov |
| Capital Wealth, LLC | Lehi | $116 million | Not listed | adviserinfo.sec.gov |
| Wealth Foundations Partners, LLC | Salt Lake City | $110.5 million | Not listed | adviserinfo.sec.gov |
| Exponent Wealth LLC | Orem | $110.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Utah
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Riley S. Crosbie Advisory, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.