Crescent Advisor Group, Inc.
Crescent Advisor Group, Inc. is an SEC-registered wealth manager in Plano, TX with $344.4M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Crescent Advisor Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115974, SEC 801-127131, data through 2026-01-07.
- AUM (assets under management / regulatory AUM)
- $344.4M (2026-01-07)
- Firm type
- Wealth Manager
- Location
- Plano, TX
- Employees
- 18
- Clients
- 228
- CRD
- 115974
- Ownership
- DUREN, TRAVIS, NICK; TRAVIS, RUSSELL, WARREN; D2 EQUITY HOLDINGS, INC.
How much AUM does Crescent Advisor Group, Inc. have?
Crescent Advisor Group, Inc. reported $344.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-07).
Who owns Crescent Advisor Group, Inc.?
Disclosed owners and executives of Crescent Advisor Group, Inc. include DUREN, TRAVIS, NICK, TRAVIS, RUSSELL, WARREN, D2 EQUITY HOLDINGS, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.