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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-27-2016
- Office Locations
- 1
Office Locations
About Crosby Advisory Group, LLC
Crosby Advisory Group, LLC is an Ashland, Ohio RIA providing personalized financial planning, retirement and investment management, and insurance protection for individuals and business owners/teams. Portfolios use a mix of vehicles such as ETFs, mutual funds and fixed income, tailored to client objectives. Managed accounts are priced as a flat fee with financial plan construction included, and the firm works with custodians such as Schwab and SEI.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
NATHAN MARC CROSBY
Advisor, Chief Compliance Officer, President
- CRD
- #6055872
- Ownership
- 75% or more
Derek Ballinger
Financial Advisor, General Partner, Managing Member
- CRD
- #7429806
- Ownership
- 10% but less than 25%
Legacy summit
Momentum harbor insight
- CRD
- #22614
- Ownership
- 16.1%
Showing 2 of 4 owners & executives
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JARROD RAY LIFER
Analyst
- CRD
- #7991256
Showing 1 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,449,963 | -- |
| Non-Discretionary | $0 | -- |
| Total | $81,449,963 | -- |
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Separately Managed Accounts
Total SMA Asset: $81,449,963
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $907,155,500 | 14.3% |
| Equity - Exchange | $754,905,626 | 11.9% |
| U.S. Government/Agency | $1,478,092,528 | 23.3% |
| Corporate - Investment Grade | $1,002,311,671 | 15.8% |
| Municipal Bonds | $1,395,623,846 | 22.0% |
| Cash | $805,655,585 | 12.7% |
| Total | $6,343,744,756 | 100.0% |