Crescent City Retirement Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year.
Crescent City Retirement Group reports 933 clients. They include 918 individual clients and 15 high-net-worth individuals. Of its assets, 100.0% ($131M across 933 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 98% | 76% |
| High-net-worth individuals | 2% | 24% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 918 | $99.8M | 76.2% | $109K |
| High-net-worth individuals | 15 | $31.1M | 23.8% | $2.07M |
| Total | 933 | $131M | 100% | $140K |
- Clients
- 918
- Regulatory AUM
- $99.8M
- AUM share
- 76.2%
- Avg. per client
- $109K
- Clients
- 15
- Regulatory AUM
- $31.1M
- AUM share
- 23.8%
- Avg. per client
- $2.07M
Total
- Clients
- 933
- Regulatory AUM
- $131M
- AUM share
- 100%
- Avg. per client
- $140K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Crescent City Retirement Group is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Hourly fee of $200 an hour, or flat fees up to $2,500, with an estimated plan fee provided before the work starts.
Anthony Cangemi owns 75% or more of Crescent City Retirement Group. The leadership team of Crescent City Retirement Group includes Chief Compliance Officer Anthony Cangemi. It has 12 employees, 4 of them in advisory roles.
Staff
- 12 employees
- 4 in advisory functions
- 4 state-registered reps
- 2 insurance agents
- 1 soliciting firm
- Owns 75% or more of Crescent City Retirement Group, LLC
Anthony Cangemi
Control person · since February 2008
Crescent City Retirement Group’s regulatory assets grew from $109M (July 2025) to $131M (April 2026); clients rose from 875 to 933 and employees from 9 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $131M | 933 | 12 | 3 |
| Jul 2025July 2025 | $109M | 875 | 9 | 4 |
Besides its headquarters, Crescent City Retirement Group has 2 offices, with 3 listed addresses in 1 state.
Louisiana · 3 listed addresses
- 3500 North Causeway BLVD, Suite 1442, MetairieHQ
- 2895 Highway 190, Mandeville
- 1340 West Tunnel Boulevard, Houma
Contact and registration details
- Legal name
- Crescent City Retirement Group, LLC
- Headquarters
- 3500 North Causeway BLVD, Suite 1442, Metairie, LA 70002
- Website
- Not reported
- Phone
- 504-828-2171
- SEC file
- 801-133888
- Structure
- Louisiana LLC
- Fiscal year end
- December
Crescent City Retirement Group’s named custodians for separately managed accounts are Charles Schwab ($119M, 92%) and Altruist ($9.91M, 8%). Crescent City Retirement Group has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $119M92%
- AltruistAltruist Financial LLC · Dallas, TX · $9.91M8%
At year end, Crescent City Retirement Group’s separately managed accounts were mostly in stocks (50%) and funds (35%).
What the accounts hold
- Stocks50%
- Funds35%
- Bonds9%
- U.S. government and agency bonds3%
- State and local bonds3%
- Investment grade corporate bonds3%
- Cash7%
How many clients does Crescent City Retirement Group have?
Crescent City Retirement Group has 933 clients and manages $131 million for them, as of April 2026. They include 918 individual clients and 15 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 April 2026
What services does Crescent City Retirement Group offer?
Crescent City Retirement Group provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Crescent City Retirement Group use?
Crescent City Retirement Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $119M and Altruist Financial LLC (Dallas, TX), with $9.91M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 April 2026
How many financial advisors does Crescent City Retirement Group have?
Crescent City Retirement Group has 4 investment adviser representatives registered with state securities authorities, out of 12 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Crescent City Retirement Group invest in?
At the end of its last fiscal year, Crescent City Retirement Group’s separately managed accounts held 50% exchange-traded equities, 35% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 3% U.S. government and agency bonds, 3% state and local bonds and 3% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Crescent City Retirement Group?
Crescent City Retirement Group’s direct owner is Anthony Cangemi (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 April 2026
How does Crescent City Retirement Group get paid?
Crescent City Retirement Group is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Crescent City Retirement Group?
Crescent City Retirement Group’s main office is at 3500 North Causeway BLVD, Suite 1442, Metairie, LA 70002. Its phone number is 504-828-2171.
