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CRG

HOUSTON, TX · CRD 132967 · IAPD ↗ · 713-209-7350

$2.21BRegulatory AUM
9Advisory reps
21Employees
0Clients
n/aPlanning clients
10Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2025 — CRG grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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