CRESCENT ADVISOR GROUP, INC.

Overview

Crescent Advisor Group, Inc. operates as a corporate advisory firm that also functions through an insurance broker-dealer channel and positions itself as a capital allocator for individual and family clients. Its advisory platform emphasizes equity-oriented portfolios, delivered through a mix of separately managed accounts (SMAs), mutual funds and exchange-traded strategies. The firm offers financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and institutional clients, plus pension consulting and a practice of selecting third‑party managers. Fee arrangements combine percentage-of-AUM and fixed-fee structures. Crescent is not an active ESG investor. Crescent’s model includes broker‑dealer, accounting, legal and insurance affiliations and it has acted as a sponsor of limited partnerships, indicating a willingness to deploy or structure private investment vehicles alongside traditional public-market solutions.

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Public Holdings

Investments & Alternatives

Location & Offices