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Chief Compliance Officer, Chief Operating Officer · Crescent Grove Advisors

Elizabeth A. Watkins

CRD 2272542 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Crescent Grove Advisors, an SEC-registered wealth manager based in Lake Forest, IL with $5.5 billion in regulatory assets, lists Elizabeth A. Watkins on its Form ADV as Chief Compliance Officer, Chief Operating Officer, a control person. The SEC filings also name Elizabeth at 1 other registered adviser.

Firms and roles

AtlasMembers

Elizabeth’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Elizabeth on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Elizabeth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.