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CRESCENT ADVISOR GROUP, INC.
CRD 115974 · SEC 801-127131
4975 PRESTON PARK BLVD., SUITE 820, PLANO, TX, 75093, United States
Phone
972-490-0150
Fax
972-233-8014
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$344.4M
Discretionary AUM
$206.9M
Team
18 total employees; 18 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-01-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 192 | $51.2M |
| High net worth individuals | 36 | $163.2M |
States served
GA, IL, IN, TX, FL
Official SEC filing: View on IAPD