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Crescent Advisor Group, Inc.

● SEC registered since 2023CRD 115974SEC# 801-127131Plano, TX
Export (members)
Reg. AUM
$283M
Employees
17
Accounts
467
Location
Plano, TX

Crescent Advisor Group, Inc. assets under management

Crescent Advisor Group, Inc. operates as an SEC-registered investment adviser based in Plano, TX. The firm has been registered since 2023. It reports $283 million in regulatory assets under management and employs 17 people.
View on SEC.gov ↗

Crescent Advisor Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Russell Warren TravisSenior Vice PresidentUnder 5%2022
Travis Nick Duren ControlPresident/CcoOver 75%2001

Frequently asked questions

How much does Crescent Advisor Group, Inc. manage?

Crescent Advisor Group, Inc. reports $283 million in regulatory assets under management on its Form ADV.

How many employees does Crescent Advisor Group, Inc. have?

Crescent Advisor Group, Inc. reports 17 employees.

Where is Crescent Advisor Group, Inc. located?

Crescent Advisor Group, Inc. is based in Plano, TX and has been SEC-registered since 2023.

Does Crescent Advisor Group, Inc. disclose fund performance?

Crescent Advisor Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4975 Preston Park Blvd., Suite 820, Plano, TX 75093
Phone972-490-0150
Fax972-233-8014
Office hours8:00 To 4:30
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$188M
Non-discretionary$95M
Total (RAUM)$283M