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Roy Aldon Runyon Iii

RIVER CRESCENT ADVISORS
SUFFOLK, VA
·CRD# 7220243·6 years experience

Professional Summary

Roy Aldon Runyon III, who also goes by Chip Runyon, is a registered financial advisor currently at RIVER CRESCENT ADVISORS, LLC located in Suffolk, Virginia. Roy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Roy has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Chip Runyon

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

6 years in the financial services industry

Current & Past Employments

RIVER CRESCENT ADVISORS, LLC·CRD# 334629
RIA
800 W Riverview Drive, Suffolk, VA 23434
April 1, 2025 - Present
BEACON HARBOR WEALTH ADVISORS·CRD# 300243
RIA
Virginia Beach, VA
January 21, 2020 - March 31, 2025

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Current Firm

RC
RIVER CRESCENT ADVISORS, LLC

RIVER CRESCENT ADVISORS, LLC

CRD#: 334629 / SEC#: 801-132065
RIA
Registered Investment Advisory firm - SEC (3/3/2025 Approved)

Contact Information

Main Address

800 W Riverview Drive, Suffolk, VA 23434

Phone Number

(757) 651-9305

# of Employees

2

SEC notice filing (4 States and Territories)

Registered to provide investment advisory services in 4 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RIVER CRESCENT ADVISORS, LLC DISCLOSURE BROCHURE (1/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

244

AUM (Assets Under Management)

$136,820,102

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Nansemond-Suffolk Academy Board of Trustees; Not investment-related; 3373 Pruden Blvd, Suffolk, VA 23434; Independent School; Board Member; 07/01/2024; 3 hours per month; 0 during trading hours; Provide strategic vision, mission, and policies for the school 2) River Crescent Holdings LLC; Not investment-related; Home address; Holding company; Owner; 11/5/2024; 5 hours per month; 0 during trading hours; Owner and manager of the holding company

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RC
RIVER CRESCENT ADVISORS, LLC

RIVER CRESCENT ADVISORS, LLC

CRD#: 334629 / SEC#: 801-132065
RIA
Registered Investment Advisory firm - SEC (3/3/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Virginia
(4/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2020About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Roy Aldon Runyon III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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