Crescent Advisor Group, Inc.
● SEC registered since 2023CRD 115974SEC# 801-127131Plano, TX
Reg. AUM
$344.4M
Employees
18
Accounts
510
Location
Plano, TX
Crescent Advisor Group, Inc. assets under management
Crescent Advisor Group, Inc. operates as an SEC-registered investment adviser based in Plano, TX. The firm has been registered since 2023. It reports $344.4 million in regulatory assets under management and employs 18 people.
Crescent Advisor Group, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| D2 Equity Holdings, Inc. Control | Corporation | Over 75% | 2001 |
| Russell Warren Travis | Senior Vice President | Under 5% | 2022 |
| Travis Nick Duren Control | President/Cco | Over 75% | 2001 |
Frequently asked questions
How much does Crescent Advisor Group, Inc. manage?
Crescent Advisor Group, Inc. reports $344.4 million in regulatory assets under management on its Form ADV.
How many employees does Crescent Advisor Group, Inc. have?
Crescent Advisor Group, Inc. reports 18 employees.
Where is Crescent Advisor Group, Inc. located?
Crescent Advisor Group, Inc. is based in Plano, TX and has been SEC-registered since 2023.
Does Crescent Advisor Group, Inc. disclose fund performance?
Crescent Advisor Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4975 Preston Park Blvd., Suite 820, Plano, TX 75093 |
| Phone | 972-490-0150 |
| Fax | 972-233-8014 |
| Office hours | 8:00 To 4:30 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$344.4M▲ 22%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$344.4Mregulatory AUM
Discretionary $206.9MNon-discretionary $137.5M