{"url":"https://nivawealth.com/firms/crescent-city-retirement-group-146666","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/146666","regulatoryAum":130923958,"crd":"146666","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4418292","suffix":"SR.","lastName":"CANGEMI","firstName":"ANTHONY","middleName":"JOSEPH"},{"crd":"8211469","suffix":"Jr.","lastName":"Cangemi","firstName":"Anthony","middleName":"Joseph"},{"crd":"8211462","suffix":"IV","lastName":"Meyers","firstName":"Daniel","middleName":"Robert"},{"crd":"8211426","suffix":null,"lastName":"Shearman","firstName":"Devin","middleName":"Patrick"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-07-28","regulatoryAum":109000000,"clients":875,"employees":9,"offices":4},{"filedOn":"2026-04-28","regulatoryAum":130923958,"clients":933,"employees":12,"offices":3}],"secFileNumber":"801-133888","legalName":"Crescent City Retirement Group, LLC","displayName":"Crescent City Retirement Group","slug":"crescent-city-retirement-group-146666","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Louisiana limited liability company","fiscalYearEnd":"December","headquarters":{"street":"3500 North Causeway BLVD, Suite 1442","city":"Metairie","state":"LA","stateName":"Louisiana","country":"United States","postalCode":"70002"},"tradeNames":[],"registration":{"secApproved":"17 July 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":140325.78563772776,"staff":{"employees":12,"advisory":4,"brokerDealerReps":0,"insuranceAgents":2,"promoters":1},"aum":{"regulatory":130923958,"discretionary":130923958,"discretionaryAccounts":933,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":918,"regulatoryAum":99814484},{"label":"High-net-worth individuals","clients":15,"regulatoryAum":31109474}],"feePrograms":[{"role":"other","program":"Financial planning and consulting","summary":"Hourly fee of $200 an hour, or flat fees up to $2,500, with an estimated plan fee provided before the work starts.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043090","versionId":1043090,"submittedOn":"2026-04-28","documentName":"ADV PART 2A & 2B SEC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T13:44:08.319134+00:00","documents":[{"name":"ADV PART 2A & 2B SEC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043090","versionId":1043090,"submittedOn":"2026-04-28"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":118716926},{"name":"Altruist Financial LLC","shortName":"Altruist","location":"Dallas, TX","smaAssets":9907032}],"custodyNote":"Crescent City Retirement Group has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Anthony Cangemi","title":"Managing Member/Chief Compliance Officer","crd":"4418292"}],"ownership":[{"label":"Anthony Cangemi","detail":"Managing member/chief compliance officer in the 75% or more ownership band and a control person, since February 2008."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Louisiana","offices":3,"addresses":[{"street":"3500 North Causeway BLVD, Suite 1442","city":"Metairie","headquarters":true},{"street":"2895 Highway 190","city":"Mandeville"},{"street":"1340 West Tunnel Boulevard","city":"Houma"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"504-828-2171","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":50},{"label":"U.S. government/agency bonds","percent":3},{"label":"U.S. state and local bonds","percent":3},{"label":"Investment grade corporate bonds","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":35},{"label":"Cash and cash equivalents","percent":7}],"privateFunds":0},"sources":{"adv1FilingDate":"28 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/146666/PDF/146666.pdf","brochureDate":"28 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1043090","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Crescent City Retirement Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Crescent City Retirement Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Crescent City Retirement Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Crescent City Retirement Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Crescent City Retirement Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Crescent City Retirement Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Crescent City Retirement Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Crescent City Retirement Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 28 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}