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Crosby Capital
CAG Marketing has 20 years of marketing experience with large corporations, now applies that to medium and small businesses to build demand and reach...
Crosby Capital
CAG Marketing has 20 years of marketing experience with large corporations, now applies that to medium and small businesses to build demand and reach customers.
General information
Firm type
Single Family Office
Year founded
2011
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Ohio
Corporate office
Ohio, United States
Additional offices
Missouri · Colorado
Principals
Carly Snyder
Marketing Advisory Lead
Derek Ballinger
Web Design, SEO and Video Editing Specialist
Sector focus
Frequently asked questions
What is the relationship between Crosby Capital and CAG Marketing?
CAG Marketing is a division of Crosby Advisory Group LLC. The parent firm provides wealth accumulation and asset-protection services alongside the marketing group, which serves both the firm’s own portfolio needs and external clients. The two operate under the same legal entity, according to the firm’s website.
Who runs day-to-day operations at Crosby Advisory Group?
Carly Snyder leads the marketing advisory work and is the primary public-facing principal. Derek Ballinger supports execution on web design, SEO, and video editing. The firm does not publicly list a separate investment team or chief investment officer.
What sectors does the firm target for marketing and advisory services?
The firm lists experience in financial services, personal and business insurance, industrial automation and manufacturing, medical device, pharmaceutical, higher education, healthcare, and private jet services. It works with businesses ranging from large corporations to small family-owned operations.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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