{
  "crd_number": 115974,
  "slug": "crescent-advisor-group-inc-plano-tx-115974",
  "primary_business_name": "CRESCENT ADVISOR GROUP, INC.",
  "legal_name": "CRESCENT ADVISOR GROUP, INC.",
  "dbas": [
    "CASTLE FINANCIAL, LLC.",
    "HAST FINANCIAL GROUP",
    "INTEGRITY CAPITAL ADVISORY, LLC",
    "LOWELL WEALTH MANAGEMENT",
    "VALAD PLUS INVESTMENT ADVISORS"
  ],
  "city": "Plano",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-01-05",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-01-07",
  "carried_forward": false,
  "raum_total": 344367795.0,
  "raum_discretionary": 206866412.0,
  "raum_non_discretionary": 137501383.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 18,
  "advisory_employees": 18,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 2619203.0,
      "count": null,
      "description": "NON-PROFIT",
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 51187376.0,
      "count": 192
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": 99803170.0,
      "count": null,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 13534795.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 163243542.0,
      "count": 36
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 13979709.0,
      "count": null,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA",
    "IL",
    "IN",
    "TX"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/115974",
  "city_as_filed": "PLANO",
  "url": "https://advisorcensus.com/firm/crescent-advisor-group-inc-plano-tx-115974",
  "display_name": "Crescent Advisor Group, Inc.",
  "summary": "Crescent Advisor Group, Inc. is an SEC-registered investment advisory firm in Plano, TX, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 7, 2026.",
  "citation": "AdvisorCensus. Crescent Advisor Group, Inc. (CRD 115974): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Crescent Advisor Group, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Crescent Advisor Group, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Crescent Advisor Group, Inc. located?",
      "a": "Crescent Advisor Group, Inc.'s principal office is in Plano, TX, according to its Form ADV; the February 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Crescent Advisor Group, Inc. registered with the SEC or a state?",
      "a": "Crescent Advisor Group, Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 115974."
    },
    {
      "q": "How much does Crescent Advisor Group, Inc. manage?",
      "a": "Crescent Advisor Group, Inc. reports $344,367,795 in regulatory assets under management in its Form ADV filing dated January 7, 2026 (60% discretionary)."
    },
    {
      "q": "How have Crescent Advisor Group, Inc.'s assets and staff changed since 2023?",
      "a": "In the Form ADV data for Crescent Advisor Group, Inc.: Regulatory assets under management: $211,731,339 in the October 2023 data and $344,367,795 in the October 2026 data, up 63%. Total employees: 15 in October 2023 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Crescent Advisor Group, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (192); high net worth individuals (36)."
    },
    {
      "q": "Which custodians does Crescent Advisor Group, Inc. use?",
      "a": "Crescent Advisor Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Crescent Advisor Group, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/115974"
    },
    {
      "q": "What changed in Crescent Advisor Group, Inc.'s recent Form ADV filings?",
      "a": "In the February 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.D(2))."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 211731339.0,
      "total_employees": 15,
      "filing_date": "2023-08-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 240686137.0,
      "total_employees": 17,
      "filing_date": "2024-02-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 282987504.0,
      "total_employees": 17,
      "filing_date": "2025-05-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 344367795.0,
      "total_employees": 18,
      "filing_date": "2026-01-07"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.D(2))."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Its Item 11 disclosure answers changed.",
        "Employees performing advisory functions went from 17 to 18.",
        "Regulatory assets under management went from $282,987,504 to $344,367,795 (+22%).",
        "No longer registered or notice-filed in CO, NH."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/crescent-advisor-group-inc-plano-tx-115974.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 192,
      "fewer_than_5": false,
      "raum": 51187376.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 36,
      "fewer_than_5": false,
      "raum": 163243542.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 13534795.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 99803170.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 13979709.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 2619203.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/115974",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}