# Crescent Advisor Group, Inc.

Crescent Advisor Group, Inc. is a Registered Investment Adviser based in Plano, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Plano, United States
- **Region:** North America
- **Address:** Plano, TX, United States
- **Assets under management:** $344.4M regulatory AUM (Form ADV, January 2026)

## Regulatory record

- **CRD number:** 115974
- **SEC file number:** 801-127131
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-01-07
- **Reports private funds:** No

## About

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.

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Updated: 2026-10-14T19:10:15.583Z

Canonical page: https://altss.com/profile/crescent-advisor-group

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