Wealth manager, independent · Plano, TX
Crescent Advisor Group, Inc.
SEC-registered investment adviser · CRD 115974 · SEC 801-127131
At a glance
Crescent Advisor Group, Inc. is an SEC-registered investment adviser based in Plano, Texas, with $344 million in regulatory assets under management as of its Form ADV filed January 7, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 228 individual clients. By Form ADV it is a wealth manager, ranked 3,954th of 8,915 wealth managers and 9,481st of 17,210 SEC-registered advisers by assets.
Main office 972-490-0150As filed on Form ADV
- Regulatory AUM
- $344M
- Rank among wealth managers
- #3,954 of 8,915
- Rank among all SEC RIAs
- #9,481 of 17,210
- Rank in Texas
- #632 of 1,081
- Individual clients
- 228
- High-net-worth clients
- 36
- Accounts
- 510
- Discretionary
- 60% of AUM
- Employees
- 18
- Advisory staff
- 18
- Offices
- 2
Owners and executives on its Form ADV
- Travis N. DurenPresident/cco
- Russell W. TravisSenior Vice President
Custody and brokerage
Broker-dealer
Hybrid RIA
Crescent Advisor Group, Inc. is a hybrid RIA: 13 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Crescent Securities Group, Inc..
- Crescent Securities Group, Inc. ↗CRD 114993
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, December 2025
Its Form ADV brochure (filed December 2025) names Crescent Securities Group and Realta Equities as the broker-dealer its advisers are registered with.
Harrell is a registered representative of Crescent Securities Group, Inc., an SEC registered broker/dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 36 | $163M | 47% |
| Insurance companies | – | $100M | 29% |
| Individuals | 192 | $51M | 15% |
| Corporations or other businesses | – | $14M | 4% |
| Pension and profit sharing plans | – | $14M | 4% |
| Other | – | $3M | <1% |
Disciplinary disclosures
Crescent Advisor Group, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Crescent Advisor Group, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 6,377 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Crescent Advisor Group, Inc. manage?
Crescent Advisor Group, Inc. reports $344 million in regulatory assets under management across 510 accounts, 60% of it on a discretionary basis, on its Form ADV filed January 7, 2026.
What kind of firm is Crescent Advisor Group, Inc.?
Crescent Advisor Group, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Crescent Advisor Group, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($163 million, 36 clients); insurance companies ($100 million); individuals ($51 million, 192 clients).
Does Crescent Advisor Group, Inc. have any disciplinary history?
Crescent Advisor Group, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Crescent Advisor Group, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-01-07), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →