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Firm profile

Crescent Advisor Group, Inc..

PLANO, TXCRD 115974Latest ADV January 7, 2026

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
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(972) 490-0150
WebsiteNot found
LinkedInNot found

Leadership

1 roles identified
CCOTravis N. Duren

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026

Client Coverage Demographics

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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.