$344.4M Total AUM
$206.9M Disc. AUM
-- 3Y CAGR
18 Employees
228 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Axos · Charles Schwab & Company · Hilltop Securities
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-05-2003
- Office Locations
- 8
Office Locations
4975 Preston Park Blvd. Suite 820 Plano TX
6905 82nd Street STE 100 Lubbock TX
-- Arlington TX
About Crescent Advisor Group, Inc.
Crescent Advisor Group, Inc. is a Plano-based RIA with 8 offices. The firm has been operating for 22 years. Managing $344.4M in total assets under management, with 18 advisory representatives. They custody assets with Axos and Charles Schwab & Company.
Team overview
38 AVG AGE
$19.1M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
8.5 yrs AVG TENURE
18 Employees
18 Advisory Reps
18 RIA Reps
22yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
TRAVIS NICK DUREN
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1589445
- Ownership
- 75% or more
Available
Available
Available
R
RUSSELL WARREN TRAVIS
SENIOR VICE PRESIDENT, Vice President
- CRD
- #2759751
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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R
RICHARD WISE ADKISSON
Investment Advisor
- CRD
- #5123971
Available
Available
Available
Jonathon B Bolt
Wealth Manager
- CRD
- #7100631
Available
Available
Available
Showing 2 of 18 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $206,866,412 | $444,874 |
| Non-Discretionary | $137,501,383 | $3,055,586 |
| Total | $344,367,795 | $675,231 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Other:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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