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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- SEPTEMBER
- Registration Date
- --
- Latest Filing
- Dec 23, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TRAVIS, RUSSELL, WARREN | I | SENIOR VICE PRESIDENT | NA | |
| TRAVIS, RUSSELL, WARREN | I | SENIOR VICE PRESIDENT | NA | |
| TRAVIS, RUSSELL, WARREN | I | SENIOR VICE PRESIDENT | NA | |
| TRAVIS, RUSSELL, WARREN | I | SENIOR VICE PRESIDENT | NA | |
| TRAVIS, RUSSELL, WARREN | I | SENIOR VICE PRESIDENT | NA | |
| TRAVIS, RUSSELL, WARREN | I | SENIOR VICE PRESIDENT | NA | |
| TRAVIS, RUSSELL, WARREN | I | SENIOR VICE PRESIDENT | NA | |
| TRAVIS, RUSSELL, WARREN | I | SENIOR VICE PRESIDENT | NA | |
| TRAVIS, RUSSELL, WARREN | I | SENIOR VICE PRESIDENT | NA | |
| TRAVIS, RUSSELL, WARREN | I | SENIOR VICE PRESIDENT | NA | |
| TRAVIS, RUSSELL, WARREN | I | SENIOR VICE PRESIDENT | NA | |
| TRAVIS, RUSSELL, WARREN | I | SENIOR VICE PRESIDENT | NA | |
| D2 EQUITY HOLDINGS, INC. | DE | CORPORATION | E | Control |
| D2 EQUITY HOLDINGS, INC. | DE | CORPORATION | E | Control |
| DUREN, TRAVIS, NICK | I | PRESIDENT/CCO | E | Control |
| DUREN, TRAVIS, NICK | I | PRESIDENT/CCO | E | Control |
| DUREN, TRAVIS, NICK | I | PRESIDENT/CCO | E | Control |
| DUREN, TRAVIS, NICK | I | PRESIDENT/CCO | E | Control |
| DUREN, TRAVIS, NICK | I | PRESIDENT/CCO | E | Control |
| DUREN, TRAVIS, NICK | I | PRESIDENT/CCO | E | Control |
| DUREN, TRAVIS, NICK | I | PRESIDENT/CCO | E | Control |
| DUREN, TRAVIS, NICK | I | PRESIDENT/CCO | E | Control |
| DUREN, TRAVIS, NICK | I | PRESIDENT/CCO | E | Control |
| DUREN, TRAVIS, NICK | I | PRESIDENT/CCO | E | Control |
| DUREN, TRAVIS, NICK | I | PRESIDENT/CCO | E | Control |
| DUREN, TRAVIS, NICK | I | PRESIDENT/CCO | E | Control |
| DUREN, TRAVIS, NICK | I | PRESIDENT/CCO | E | Control |
| DUREN, TRAVIS, NICK | I | PRESIDENT/CCO | E | Control |
Registrations
Federal
IA
Dec 23, 2025 REGISTERED
Notice Filings (8)
CA CO FL GA IL IN NH TX
Address
4975 PRESTON PARK BLVD.SUITE 820
PLANO, TX 75093
United States
Phone: 972-490-0150