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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between July 7, 2025 and March 26, 2026, reported AUM increased 10.2%, from $5.0B to $5.5B.
Across 5 reported observations, AUM increased 26.4% between March 18, 2022 and March 26, 2026, from $4.4B to $5.5B.
Of the latest reported AUM, 99.2% is discretionary and 0.8% is non-discretionary.
The firm reports 14 advisory representatives and 390 clients, or 27.9 clients per representative. That equates to $14.1M in reported AUM per client.
The profile lists 5 reported office locations and 12 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Crescent Grove Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Crescent Grove Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Crescent Grove Advisors's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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