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

FINTRX

Overview

Crouch Investment Group, Inc. is an independent, privately owned registered investment adviser organized as a corporation that focuses on financial planning and discretionary portfolio management for individual and family clients, including small business owners. The firm bills on a percentage-of-assets-under-management basis and does not identify itself as an active ESG investor. The snapshot of its services lists financial planning and portfolio management as the principal advisory activities; it is not classified as a capital allocator, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 80%, Exchange Traded Equities 15%, Cash & Cash Equivalents 5%80%
  • Other80%
  • Exchange Traded Equities15%
  • Cash & Cash Equivalents5%

Contacts

2 of 2
  • Jean Crouch

    TreasurerCRD 5890887

  • Robert Crouch

    Robert Crouch

    PresidentCRD 2879463

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth