← Back to searchVisit website
CROSBY ADVISORY GROUP, LLC
CRD 282673
19 W. MAIN ST., ASHLAND, OH, 44805, United States
Phone
(419) 496-0770
Fax
(419) 496 0771
Registration
— (—)
Source
State registered
Total AUM
$81.4M
Discretionary AUM
$81.4M
Team
4 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 520 | $40.1M |
| High net worth individuals | 13 | $41.0M |
| Charitable organizations | 1 | $11K |
| Corporations/business entities | 5 | $335K |
All web addresses on file
Official SEC filing: View on IAPD