Crescent Advisor Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Plano, TX. Its latest Form ADV filing, dated January 7, 2026, reports $344M in regulatory assets under management, 18 employees, 1 office, and 510 accounts.
Assets Under Management
$344M
Employees
18
Offices
1 office
Total Clients
228
Primary office
PLANO, TX
4975 PRESTON PARK BLVD., SUITE 820, PLANO, TX, United States
Top client segmentIndividuals represent 84.2% of total clients.
Top client categories% of clientsClients
1
Individuals
84.2%
192
2
HNWI
15.8%
36
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$344Mas of January 7, 2026
Discretionary60.1%
$207M
60% of total RAUM60.1%
Non-discretionary39.9%
$138M
40% of total RAUM39.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$344M
Total Accounts510
10Y AUM Change+$133M (+62.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee13:1
10Y Employee Change+3 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.