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MonitoringVermont AG filing · May 14, 2026

Cresset Capital Management Reports 2026 Data Breach in Vermont

Cresset Capital Management, a wealth management firm, reported a data security incident to Vermont regulators on May 14, 2026. This incident involved the exposure of sensitive client information, including Full Name, Social Security Number, and Financial Account Numbers. Individuals who received a notification should review it carefully for specific guidance.

State
Vermont
Reported
May 14, 2026

What may have been exposed

  • Full Name
  • Social Security Number
  • Date of Birth
  • Financial Account Number
  • Routing Number
  • Tax Return Information
  • Direct Deposit Account Details
  • Investment Portfolio Information

Cresset Capital Management, a firm specializing in wealth management, formally reported a data security incident to the state of Vermont on May 14, 2026. The company disclosed that its digital network environments were affected by an unspecified breach. This report serves to inform the public and affected clients about the incident.

According to the filing, the compromised data included sensitive personal and financial details. Specifically, the exposed categories were Full Name, Social Security Number, Date of Birth, Financial Account Number, Routing Number, Tax Return Information, Direct Deposit Account Details, and Investment Portfolio Information.

The exposure of such detailed information carries significant risks for affected individuals. Malicious actors could potentially use this data for various forms of financial fraud or identity theft. Because wealth management firms handle comprehensive client profiles, the impact of a breach can be far-reaching, necessitating vigilance from those affected.

Individuals who have received an official notification from Cresset Capital Management are advised to carefully read the document for personalized instructions. It is generally recommended to remain alert for unsolicited communications, regularly review financial statements and credit reports for suspicious activity, and consider placing a fraud alert or security freeze on their credit files.

This information is derived from the public filing made by Cresset Capital Management with the state of Vermont. DataBreachSearch.com provides these details to help individuals verify official breach notifications against public records.

What to do if you were affected

Based on the categories of information reported in this filing, these steps can help limit the risk of identity theft and fraud.

  • Freeze your credit

    Place a free credit freeze with Equifax, Experian, and TransUnion. A freeze blocks new accounts from being opened in your name and can be lifted anytime.

  • Guard against tax fraud

    File your tax return as early as possible and consider requesting an IRS Identity Protection PIN so no one can file a fraudulent return in your name.

  • Watch your financial accounts

    Review bank and card statements for unfamiliar activity and turn on transaction alerts. Report anything you don't recognize to your bank right away.

  • Stay alert to targeted scams

    Be cautious of calls, texts, or emails that reference this breach. Legitimate organizations won't ask you to confirm sensitive details through an unsolicited message.

  • Keep your notification letter

    Save the notice you received. It documents that your information was involved and is often needed to enroll in any credit monitoring offered or to join a related legal claim.

Source: Vermont Attorney General filing

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