# Crowe Financial Group LLC

> Crowe Financial Group LLC is a state-registered investment advisory firm in Hillsboro, OH, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 166174
- Filed as: CROWE FINANCIAL GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Hillsboro, OH
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166174
- AdvisorCensus page: https://advisorcensus.com/firm/crowe-financial-group-llc-hillsboro-oh-166174

## Quick answers

**How is Crowe Financial Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Crowe Financial Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Crowe Financial Group LLC located?**
Crowe Financial Group LLC's principal office is in Hillsboro, OH, according to its Form ADV.

**Is Crowe Financial Group LLC registered with the SEC or a state?**
Crowe Financial Group LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 166174.

**How much does Crowe Financial Group LLC manage?**
Crowe Financial Group LLC reports $17,582,376 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Crowe Financial Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (232); high net worth individuals (8); charitable organizations (2).

**Does Crowe Financial 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/166174

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $17,582,376
- Discretionary: $17,582,376
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 232 | $11,451,617 |
| High net worth individuals | 8 | $5,745,729 |
| 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 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $380,523 |
| 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 | 2 | $4,507 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crowefinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crowe Financial Group LLC (CRD 166174): Form ADV filing data as of October 2026.