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| Happy Holidays!! thanks for using AUM13F!! |
| Crescent Advisor Group Inc
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|---|---|
| CRD # | 115974 |
| SEC # | 801-127131 |
| CIK # | |
| AUM | $283.0 M (2025-05-06) |
| Employees | 17 (100% Investors, 71% Brokers) |
| Phone | 972-490-0150 |
| Address | 4975 Preston Park Blvd Plano, TX 75093 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 201 | 45.4 |
| (b) Individuals (high net worth individuals) | 29 | 130.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 16.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 73.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 15.1 |
| (n) Other | 0 | 2.1 |
| Total | 467 | 283.0 |
| By Discretionary | ||
| Discretionary | 431 | 188.0 |
| Non-Discretionary | 36 | 95.0 |
| Total | 467 | 283.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 283.0 | |
| Total | 467 | 283.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
NorthStar Asset Management LLC
✚
|
NJ | 0.3 |
|
Smith Brown & Groover Inc
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|
GA | 0.3 |
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Mid-American Wealth Advisory Group Inc
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MO | 0.3 |
|
Wealth Analytics Partners LLC
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CA | 0.3 |
|
ITS Asset Management LP
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|
CT | 0.3 |
|
Hergenroeder Financial Advisors Inc
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|
MD | 0.3 |
|
Bradley Wealth LLC
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|
AZ | 0.3 |
|
Redwood Wealth Management Group LLC
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|
NJ | 0.3 |
|
Douglas Capital Management Inc
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|
FL | 0.3 |
|
Joel Adams and Associates Inc
✚
|
NC | 0.3 |