Regulatory Filings
Crescent Meridian Capital LLC
CRD 341276
Download the firm's current disclosure brochure and the applicable brochure supplement:
Part 2A brochure dated July 2026. Farzana Clara Sultana Part 2B supplement dated May 2026.
Compensation and Other Costs
Crescent Meridian Capital LLC is compensated for advisory services through asset-based fees and/or hourly fees for financial planning services. The firm does not accept commissions or other forms of transaction-based compensation for advisory services.
Clients may also incur custodian, brokerage, transaction, fund, or other expenses described in the Form ADV Part 2A brochure.
Advisory Status
Crescent Meridian Capital LLC (CRD 341276) is registered as a state-registered investment adviser with the Virginia State Corporation Commission, Division of Securities, and has filed for registration with the California Department of Financial Protection and Innovation.
The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Registration with a state securities authority does not imply a certain level of skill or training.
No Investment Advice Through the Website
Content published on this website is general in nature and should not be relied upon as individualized investment, tax, legal, retirement, or estate planning advice. Investment decisions should be made only after reviewing your own circumstances with appropriate professionals and, where applicable, after entering into a formal advisory relationship.
No Guarantee of Results
All investing involves risk, including the possible loss of principal. Past performance, references to planning outcomes, case-style descriptions, or forward-looking illustrations do not guarantee future results. Any examples shown are for explanatory purposes only.
Third-Party Information
The website may reference third-party tools, institutions, custodians, platforms, articles, or external websites. Such references do not necessarily imply endorsement, approval, or responsibility for the content, accuracy, or practices of those third parties.
Accuracy and Timeliness
Reasonable efforts may be made to keep website information current, but Crescent Meridian Capital does not guarantee that all website content will always be complete, current, or error-free. Content may be changed, updated, or removed without notice.
Communications and Confidentiality
Information submitted through website forms, email, or other website channels should not be considered confidential until appropriate safeguards and a formal relationship are established. You should avoid sending highly sensitive financial or personal information through unsecured web forms or email unless directed otherwise.
Regulatory and Jurisdictional Considerations
Website availability should not be interpreted as a solicitation or offer to provide advisory services in every jurisdiction. Advisory services are offered only where lawful and where the firm is appropriately registered, exempt, or otherwise permitted to operate.
Form ADV and Additional Information
Download the current Form ADV Part 2A brochure and Farzana Clara Sultana's Part 2B brochure supplement from the Regulatory Filings section above. These documents describe the firm, services, fees, conflicts, disciplinary history, and supervised person information.
Contact
Questions regarding these disclosures may be sent to info@crescentmeridian.com or directed to +1 (408) 396-7238.