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Crescent Advisor Group, Inc.
Crescent Advisor Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 115974, SEC file 801-127131), with its...
Overview
Crescent Advisor Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 115974, SEC file 801-127131), with its main office in Plano, Texas. Its Form ADV filed on 7 January 2026 reports $344.4M in regulatory assets under management across 510 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$344.4M regulatory AUM (Form ADV, January 2026)
Location
Region
North America
Country
United States
City
Plano
Corporate office
Plano, TX, United States
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