Cresta Advisors Approved for County Investments

The County’s 2026 Investment Policy authorizes Cresta Advisors to provide investment advisory services for county funds. This listing enables the firm to manage or advise on public investments consistent with state law.

Document date · April 10, 2026

Track Jim Wells County contracts

Get alerts when new contracts are awarded or existing ones approach renewal at Jim Wells County.

Get started free

Create a free account · no credit card

Work in government? Get Civic IQ free

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

Remains on the authorized firms list under the 2026 Investment Policy until amended by Commissioners Court.

Document type

AgendaPacket

Source document

Jim Wells County Commissioners Court Agenda Packet April 2026

Related contracts

Other contracts from Cresta Advisors.

View all →

Willacy County Report August 2026 Treasurer's Report 2026-08-31

ONGOING

Willacy County, TexasAug 31, 2026

Hidalgo County Administrative Policy Manual Investment Policy

APPROVED

Hidalgo County, TexasJan 6, 2026

County of Hidalgo 3rd Quarter Investment Report September 2025

ONGOING

Hidalgo County, TexasSep 30, 2025

Webb County Investment Policy 2025-2026

ONGOING

City of Rio Bravo, TexasAug 25, 2025

Webb County Investment Policy 2025-2026

APPROVED

City of Rio Bravo, TexasAug 25, 2025

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Jim Wells County?

Cresta Advisors was awarded this financial services contract by Jim Wells County, as recorded on April 10, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in Jim Wells County Commissioners Court Agenda Packet April 2026 (AgendaPacket), dated April 10, 2026 from Jim Wells County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Cresta Advisors hold?

Cresta Advisors may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Cresta Advisors's profile

What is Jim Wells County currently buying?

Explore Jim Wells County's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Jim Wells County's profile