Crouch Investment Group, Inc.
RIASEC Registered
Total AUM
$11.5M
Discretionary
$11.5M
100% of AUM
Avg account
$958K
Accounts
12
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 282106
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.43%
- Individuals29.57%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Crouch Investment Group, Inc. is an independent, privately owned registered investment adviser serving individual and family clients. The firm bills clients on a percentage-of-assets basis and focuses its advisory work on financial planning and discretionary portfolio management for individuals and small businesses. The firm reports that it is not an active ESG investor, does not act as a capital allocator, and does not provide pension consulting or related-adviser services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
2 of 2Jean Crouch
TreasurerCRD 5890887
Robert Crouch
PresidentCRD 2879463
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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