$17.3M Total AUM
$17.3M Disc. AUM
-- 3Y CAGR
2 Employees
5 ADV. Clients
24 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-04-2001
- Office Locations
- 1
Office Locations
9442 N Capital OF Texas HWY Plaza 1, Ste. 500-108 Austin TX
About Crawford Advisory Group, LLC
Crawford Advisory Group, LLC is an Austin, TX wealth management practice providing financial planning and investment management, including tax and estate planning coordination and insurance guidance. Serves retail clients, including entrepreneurs. Portfolios are implemented primarily with ETFs. Operates on the Osaic Wealth platform with Pershing as custodian.
Team overview
-- AVG AGE
$17.3M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
24 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
E
EDMUND LOGAN CRAWFORD
Chief Executive Officer, MANAGING PRINCIPAL
- CRD
- #2775981
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,309,042 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,309,042 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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