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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-17-2014
- Office Locations
- 5
Office Locations
About Crescent Grove Advisors
Crescent Grove Advisors is an independent, employee-owned wealth manager providing concierge-style, holistic family office solutions for ultra-high-net-worth, multi-generational families and business owners. Services include financial planning, investment management, tax strategies, and estate planning. Portfolios commonly use public funds and ETFs alongside private funds and municipal bonds; custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Gregg William George
Chief Legal Officer, FOUNDER, Managing Director
- CRD
- #2962011
- Ownership
- Less than 5%
DAVID SCOTT KEEVINS
Chief Investment Officer, Co-Chief Investment Officer, Financial Advisor, FOUNDER, MANAGING DIRECTOR, Managing Member
- CRD
- #2194433
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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Sanders E Dargan
Client Advisor
- CRD
- #6848025
CHRISTOPHER BLAKE DURHAM
Client Advisor
- CRD
- #6031115
Showing 2 of 21 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,458,706,180 | $14,441,022 |
| Non-Discretionary | $45,380,233 | $11,345,058 |
| Total | $5,504,086,413 | $14,408,603 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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