LAKE FOREST, ILCRD 170912Latest ADV March 26, 2026
Crescent Grove Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Forest, IL. Its latest Form ADV filing, dated March 26, 2026, reports $5.5B in regulatory assets under management, 34 employees, 2 offices, and 382 accounts.
Assets Under Management
$5.5B
Employees
34
Offices
2 offices
Total Clients
382
Primary office
LAKE FOREST, IL
100 SOUTH SAUNDERS ROAD, SUITE 210, LAKE FOREST, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.9% of total clients.
Top client categories% of clientsClients
1
HNWI
75.9%
290
2
Individuals
9.2%
35
3
FRIENDS & FAMILY
8.6%
33
4
Charitable
5.0%
19
5
Corporations
1.3%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.5Bas of March 26, 2026
Discretionary99.2%
$5.5B
99% of total RAUM99.2%
Non-discretionary0.8%
$45M
1% of total RAUM0.8%
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$5.5B
Total Accounts382
10Y AUM Change+$3.4B (+164.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees34
Clients per Employee11:1
10Y Employee Change+12 (+54.5%)
* 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.