CRESCENT ADVISOR GROUP, INC.
CRD #115974 SEC #801-127131 PLANO, TX 972-490-0150
SEC Registered
Total AUM
$344.4M
Discretionary
$206.9M
Employees
18
Clients
1
Accounts
510
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $344.4M | $206.9M | $137.5M | 18 | 0 |
| Oct 2025 | $283M | $188M | $95M | 17 | 0 |
| May 2025 | $283M | $188M | $95M | 17 | 0 |
| Dec 2024 | $283M | $188M | $95M | 17 | 0 |
| Nov 2024 | $240.7M | $168.7M | $72M | 17 | 0 |
| Feb 2024 | $240.7M | $168.7M | $72M | 17 | 0 |
| Dec 2023 | $240.7M | $168.7M | $72M | 17 | 0 |
| Aug 2023 | $211.7M | $138.9M | $72.8M | 15 | 0 |
| Jul 2023 | $211.7M | $138.9M | $72.8M | 15 | 0 |
| Jul 2023 | $211.7M | $138.9M | $72.8M | 15 | 0 |
| Mar 2023 | $211.7M | $138.9M | $72.8M | 15 | 0 |
| Jan 2023 | $211.7M | $138.9M | $72.8M | 15 | 0 |
| Jan 2023 | $211.7M | $138.9M | $72.8M | 15 | 0 |
| Dec 2022 | $211.7M | $138.9M | $72.8M | 15 | 0 |
DateDec 2025
Total AUM$344.4M
Discretionary$206.9M
Non-Disc.$137.5M
Employees18
Clients0
DateOct 2025
Total AUM$283M
Discretionary$188M
Non-Disc.$95M
Employees17
Clients0
DateMay 2025
Total AUM$283M
Discretionary$188M
Non-Disc.$95M
Employees17
Clients0
DateDec 2024
Total AUM$283M
Discretionary$188M
Non-Disc.$95M
Employees17
Clients0
DateNov 2024
Total AUM$240.7M
Discretionary$168.7M
Non-Disc.$72M
Employees17
Clients0
DateFeb 2024
Total AUM$240.7M
Discretionary$168.7M
Non-Disc.$72M
Employees17
Clients0
DateDec 2023
Total AUM$240.7M
Discretionary$168.7M
Non-Disc.$72M
Employees17
Clients0
DateAug 2023
Total AUM$211.7M
Discretionary$138.9M
Non-Disc.$72.8M
Employees15
Clients0
DateJul 2023
Total AUM$211.7M
Discretionary$138.9M
Non-Disc.$72.8M
Employees15
Clients0
DateJul 2023
Total AUM$211.7M
Discretionary$138.9M
Non-Disc.$72.8M
Employees15
Clients0
DateMar 2023
Total AUM$211.7M
Discretionary$138.9M
Non-Disc.$72.8M
Employees15
Clients0
DateJan 2023
Total AUM$211.7M
Discretionary$138.9M
Non-Disc.$72.8M
Employees15
Clients0
DateJan 2023
Total AUM$211.7M
Discretionary$138.9M
Non-Disc.$72.8M
Employees15
Clients0
DateDec 2022
Total AUM$211.7M
Discretionary$138.9M
Non-Disc.$72.8M
Employees15
Clients0