LOGIN
SCHEDULE A CALL

Frequently Asked Questions

What is Crestwyn Consulting Group?
Crestwyn Consulting Group is a registered investment advisor specializing in digital asset and traditional wealth management for high-net-worth individuals, family offices, and institutions.
Is Crestwyn a fiduciary?
Yes, Crestwyn operates as a fiduciary under all applicable laws, prioritizing your best interests in every investment decision.
Who can work with Crestwyn?
We serve accredited investors, family offices, institutions, and registered investment advisors seeking crypto and digital asset expertise.
Where is Crestwyn located?
Crestwyn is headquartered in Texas but serves clients nationwide through secure digital platforms.
How is Crestwyn different from other crypto advisors?
Our institutional-grade custody, compliance-first approach, and integrated traditional and digital asset management set us apart.
What services does Crestwyn offer?
We provide crypto portfolio management, outsourced CIO services, risk-adjusted investment models, and institutional-grade custody solutions.
Does Crestwyn provide tax or estate planning?
While we do not provide legal or tax advice directly, we collaborate with your tax professionals and estate attorneys for comprehensive planning.
Can Crestwyn help integrate digital assets into family office portfolios?
Yes, we specialize in family office consulting and building tailored digital asset strategies aligned with legacy goals.
What custodians does Crestwyn use?
We partner with institutional-grade custodians such as Coinbase Institutional, Anchorage, and others depending on client needs and jurisdiction.
Do you offer customized investment strategies?
Yes, we tailor portfolios based on individual risk profiles, goals, and preferences, combining traditional and digital assets.
Is Crestwyn regulated?
Yes, Crestwyn is a registered investment advisor (RIA) fully compliant with SEC and state regulations.
How does Crestwyn ensure compliance with crypto regulations?
We maintain robust AML/KYC processes, ongoing regulatory monitoring, and work with legal advisors specializing in digital assets.
What security standards are in place?
We use multi-layered security protocols including cold storage, multi-signature wallets, and institutional custody to protect assets.
Does Crestwyn provide transparency on fees and risks?
Yes, all fees, risks, and disclosures are clearly communicated and documented to clients upfront.
How do I become a Crestwyn client?
Clients start with a secure digital intake process including risk assessment and KYC verification before onboarding.
What documents are required to onboard?
Typical documents include ID verification, proof of address, and accredited investor qualification materials.
How long does onboarding take?
Depending on document completeness and client responsiveness, onboarding generally takes 5-10 business days.
Can onboarding be done remotely?
Yes, we offer fully remote onboarding with secure document upload and video verification options.
What types of digital assets does Crestwyn invest in?
We invest in major cryptocurrencies like Bitcoin and Ethereum, as well as vetted altcoins and tokenized assets based on client preferences.
How does Crestwyn manage risk in crypto portfolios?
We use diversified asset allocations, rebalancing, and continuous market analysis to manage risk dynamically.
Can I customize my investment strategy?
Yes, all investment plans are tailored to your risk tolerance, goals, and time horizon.
Are crypto investments taxable?
Yes, crypto gains are taxable. We work with your tax advisors to provide reporting and planning support.

Take a Look at Our Blog and Articles

View All

Your Future. Your Terms.

Let’s explore how Crestwyn can align your traditional and digital wealth with your vision.

Schedule A Call

Disclosure: Investment advisory and management services are offered through Crestwyn Consulting Group, a state-registered investment adviser. All content on this website is for informational and educational purposes only and should not be construed as personalized investment, legal, or tax advice. Past performance is not indicative of future results. Crestwyn does not guarantee future outcomes.

Investments in traditional and digital assets involve significant risk, including the potential loss of principal. Digital assets in particular are subject to heightened volatility, regulatory uncertainty, cybersecurity risks, and potential loss due to theft or technological failure. Custody of digital assets may be handled by third-party providers, which may or may not meet the definition of a “qualified custodian” under SEC guidelines.

Crestwyn and its affiliates may hold positions in digital assets or investment strategies mentioned. This website and its contents do not constitute an offer or solicitation to buy or sell securities or investment advisory services in any jurisdiction where such offer would be unlawful. Crestwyn’s services are offered only in jurisdictions where legally permitted.

Investments offered are not insured by the FDIC or any other government agency, are not bank-guaranteed, and may lose value. We encourage all investors to consult with their tax, legal, and financial advisors before acting on any information provided.

© 2025 Crestwyn Consulting Group. All rights reserved. Reproduction or redistribution without express written permission is prohibited. View our forms: Form ADV 2A | Form CRS | Privacy Policy | Privacy Notice
hello@crestwyn.com | www.crestwyn.com