AdFi
CI

CRESAP, INC.

SEC Registered

Helping You Reach Your Financial Goals

RADNOR, PAhttps://cresap.com610-341-1320
Assets Under Management
$100M–$500M
Year Founded
1990
Employees
16
Office Locations
2 offices
Total Accounts
604

About the firm

Cresap Incorporated is a full-service securities brokerage firm located in Radnor, Pennsylvania, a suburb of Philadelphia. The firm is a member of FINRA and SIPC and is registered with the Securities and Exchange Commission as an investment advisor. Cresap has been in business since 1990 and is dedicated to providing a high level of service to all clients.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthState/Municipal

Areas of expertise

Securities BrokerageInvestment AdvisoryPortfolio ManagementLow-cost InvestingFinancial Planning

Services

Full-service securities brokerage and investment advisory services, with a focus on keeping investment costs low compared to the industry average.

Who they serve

Clients of all account sizes seeking to achieve their financial goals and financial independence.

Client segmentClientsAssets managed
Individuals (Non-HNW)604$339M
High Net Worth Individuals0$0
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
Charitable Organizations0$0
State/Municipal Entities0
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

0 total clients reported on Form ADV.

Leadership

Mark Winfield Iii Cresap
PRESIDENT/CHIEF COMPLIANCE OFFICER

Office locations

2 offices in 1 state
PA
RADNORHQ
PA
CLARKS SUMMIT

Advisors at this firm

6 advisors in the directory

Regulatory & compliance

CRD number
#25899
SEC Number
801-79750
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Other

Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CRESAP, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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CRESAP, INC. in RADNOR, PA | AdvisorFinder