C
$17.6M Total AUM
$17.6M Disc. AUM
-- 3Y CAGR
4 Employees
244 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-04-2013
- Office Locations
- 1
Office Locations
128 North High Street Hillsboro OH
About Crowe Financial Group LLC
Crowe Financial Group LLC is a Hillsboro, Ohio RIA serving retail and institutional clients, including entrepreneurs. The firm provides financial and investment planning, portfolio construction, asset allocation, and insurance, estate, and tax planning. Investment exposure includes mutual funds and ETFs plus investment-grade corporate bonds and cash; custody includes Charles Schwab.
Team overview
42 AVG AGE
$8.8M AVG AUM / ADVISOR
$72.1K AVG AUM / CLIENT
10.7 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MARK STEVEN CROWE
Chief Compliance Officer, Chief Executive Officer, Managing Member, President
- CRD
- #1675944
- Ownership
- 75% or more
Available
Available
Available
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JAMES LEE CROWE
--
- CRD
- #4848674
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,582,376 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,582,376 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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