# Crescent Advisor Group, Inc.

> 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.

- CRD: 115974
- Filed as: CRESCENT ADVISOR GROUP, INC.
- Also doing business as: CASTLE FINANCIAL, LLC., HAST FINANCIAL GROUP, INTEGRITY CAPITAL ADVISORY, LLC, LOWELL WEALTH MANAGEMENT, VALAD PLUS INVESTMENT ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Plano, TX
- Filing period: October 2026
- Form ADV filing dated: January 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/115974
- AdvisorCensus page: https://advisorcensus.com/firm/crescent-advisor-group-inc-plano-tx-115974

## Quick answers

**How is Crescent Advisor Group, Inc. compensated?**
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).

**Where is Crescent Advisor Group, Inc. located?**
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).

**Is Crescent Advisor Group, Inc. registered with the SEC or a state?**
Crescent Advisor Group, Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 115974.

**How much does Crescent Advisor Group, Inc. manage?**
Crescent Advisor Group, Inc. reports $344,367,795 in regulatory assets under management in its Form ADV filing dated January 7, 2026 (60% discretionary).

**How have Crescent Advisor Group, Inc.'s assets and staff changed since 2023?**
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.

**What types of clients does Crescent Advisor Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (192); high net worth individuals (36).

**Which custodians does Crescent Advisor Group, Inc. use?**
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.

**Does Crescent Advisor Group, Inc. report any disciplinary disclosures?**
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

**What changed in Crescent Advisor Group, Inc.'s recent Form ADV filings?**
In the February 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.D(2)).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $344,367,795
- Discretionary: $206,866,412
- Non-discretionary: $137,501,383

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 192 | $51,187,376 |
| High net worth individuals | 36 | $163,243,542 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $13,534,795 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | Fewer than 5 | $99,803,170 |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | $13,979,709 |
| Other | Fewer than 5 | $2,619,203 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 18 total, 18 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, IL, IN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Lubbock, TX

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $211,731,339 | 15 | August 7, 2023 |
| October 2024 | $240,686,137 | 17 | February 12, 2024 |
| October 2025 | $282,987,504 | 17 | May 6, 2025 |
| October 2026 | $344,367,795 | 18 | January 7, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.D(2)).

### January 2026
- 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.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crescent Advisor Group, Inc. (CRD 115974): Form ADV filing data as of October 2026.