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CRESCENT ADVISOR GROUP, INC.

PLANO, TX · CRD 115974 · IAPD ↗ · 972-490-0150

$344.4MRegulatory AUM
18Advisory reps
18Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2025 — CRESCENT ADVISOR GROUP, INC. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
March 2024 — CRESCENT ADVISOR GROUP, INC. notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2024 — CRESCENT ADVISOR GROUP, INC.'s Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.