# Crosby Advisory Group, LLC

> Crosby Advisory Group, LLC is a state-registered investment advisory firm in Ashland, OH, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.

- CRD: 282673
- Filed as: CROSBY ADVISORY GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ashland, OH
- Filing period: October 2026
- Form ADV filing dated: September 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/282673
- AdvisorCensus page: https://advisorcensus.com/firm/crosby-advisory-group-llc-ashland-oh-282673

## Quick answers

**How is Crosby Advisory Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Crosby Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Crosby Advisory Group, LLC located?**
Crosby Advisory Group, LLC's principal office is in Ashland, OH, according to its Form ADV.

**Is Crosby Advisory Group, LLC registered with the SEC or a state?**
Crosby Advisory Group, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 282673.

**How much does Crosby Advisory Group, LLC manage?**
Crosby Advisory Group, LLC reports $81,449,963 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (100% discretionary).

**What types of clients does Crosby Advisory Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (520); high net worth individuals (13); corporations or other businesses not listed above (5).

**Does Crosby Advisory Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/282673

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $81,449,963
- Discretionary: $81,449,963
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 520 | $40,109,661 |
| High net worth individuals | 13 | $40,993,766 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $11,322 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $335,214 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (10 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, OH, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crosbyadvisory.com
- marketingcag.com
- Facebook @CROSBYADVISORY
- Instagram @crosbyadvisory
- LinkedIn @crosby-advisory-group
- YouTube @crosbyadvisorygroup

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crosby Advisory Group, LLC (CRD 282673): Form ADV filing data as of October 2026.