CROWE FINANCIAL GROUP LLC

Overview

Crowe Financial Group LLC is a small independent registered investment adviser focused on financial planning and discretionary portfolio management for individuals, families and small-business clients. The firm charges fees as a percentage of assets under management and also offers hourly and fixed-fee engagements, which suggests a mix of ongoing advice and project-based planning work. Investment activity centers on publicly traded equities and exchange-traded vehicles for core exposure, while the firm supplements equity allocations with third‑party alternative managers in real assets and energy-related sectors. Crowe is not an active ESG investor and reports a single-state footprint rather than a multi-state advisory platform. The advisory work appears oriented toward hands-on portfolio construction rather than large-scale institutional capital allocation: discretionary assets equal total AUM, indicating the firm primarily manages client assets directly rather than providing only non-discretionary advice.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices