CRESCENT ADVISOR GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$344,367,795
Discretionary
$206,866,412
Non-discretionary
$137,501,383
Firm details
- CRD number
- 115974
- SEC file number
- 801-127131
- Main office
- PLANO, TX, United States
- Employees
- 18
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.