CRESTWOOD ADVISORS GROUP, LLC

Legal name: CRESTWOOD ADVISORS

CRD #286243 SEC #801-108983 BOSTON, MA 617-523-8880

SEC Registered

Total AUM

$7B

Discretionary

$6.8B

Employees

Clients

251

Accounts

5,862

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 18, 2025
Branch Offices: 5

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
ECKTON, MICHAEL, ARTHUR	I	CEO	NA	Control
SCIABARRASI, LEAH, RACHEL	I	PRESIDENT	NA	Control
SCIABARRASI, LEAH, RACHEL	I	PRESIDENT	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
TREIBLE, ROY, DONALD	I	CHIEF COMPLIANCE OFFICER	NA	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control
FOCUS OPERATING, LLC	DE	MEMBER (MANAGER)	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ACQUISITION, LLC	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	DE	FERDINAND FFP ACQUISITION, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP PARENT, INC.	DE	FERDINAND FFP INTERMEDIATE HOLDINGS, LLC	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FOCUS FINANCIAL PARTNERS INC.	E	Control
FERDINAND FFP ULTIMATE HOLDINGS, LP	DE	FERDINAND FFP PARENT, INC.	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS INC.	DE	FOCUS FINANCIAL PARTNERS, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
FOCUS FINANCIAL PARTNERS, LLC	DE	FOCUS OPERATING, LLC	E	Control
TRIDENT VI PARALLEL FUND, L.P.	FE	TRIDENT FFP BLOCKER LLC	E	Control
TRIDENT VI PARALLEL FUND, L.P.	FE	TRIDENT FFP BLOCKER LLC	E	Control
TRIDENT VI PARALLEL FUND, L.P.	FE	TRIDENT FFP BLOCKER LLC	E	Control
TRIDENT VI PARALLEL FUND, L.P.	FE	TRIDENT FFP BLOCKER LLC	E	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CD&R FERDINAND HOLDINGS, L.P.	DE	FERDINAND FFP ULTIMATE HOLDINGS, LP	D	Control
CLAYTON DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON DUBILIER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CLAYTON DUBLINER & RICE FUND XII, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	D	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CD&R FERDINAND CO-INVESTOR, L.P.	FE	CD&R FERDINAND HOLDINGS, L.P.	C	Control
CP FALCON AIV, L.P.	DE	FOCUS FINANCIAL PARTNERS, LLC	C	Control
CP FALCON AIV, L.P.	DE	FOCUS FINANCIAL PARTNERS, LLC	C	Control
TRIDENT FFP BLOCKER LLC	DE	TRIDENT FFP, L.P.	C	Control
TRIDENT FFP BLOCKER LLC	DE	TRIDENT FFP, L.P.	C	Control
TRIDENT FFP BLOCKER LLC	DE	TRIDENT FFP, L.P.	C	Control
TRIDENT FFP BLOCKER LLC	DE	TRIDENT FFP, L.P.	C	Control
TRIDENT FFP, L.P.	DE	FOCUS FINANCIAL PARTNERS, LLC	C	Control
TRIDENT FFP, L.P.	DE	FOCUS FINANCIAL PARTNERS, LLC	C	Control
TRIDENT FFP, L.P.	DE	FOCUS FINANCIAL PARTNERS, LLC	C	Control
TRIDENT FFP, L.P.	DE	FOCUS FINANCIAL PARTNERS, LLC	C	Control
TRIDENT VI, L.P.	FE	TRIDENT FFP	C	Control
TRIDENT VI, L.P.	FE	TRIDENT FFP L.P.	C	Control
TRIDENT VI, L.P.	FE	TRIDENT FFP, L.P.	C	Control
TRIDENT VI, L.P.	FE	TRIDENT FFP, L.P.	C	Control

Registrations

Federal

Dec 18, 2025 REGISTERED

Notice Filings (30)

AZ CA CO CT FL GA IL IN LA MA MD ME MI MN MO NC NE NH NJ NY OH OR PA RI SC TX UT VA VT WA

Address

ONE LIBERTY SQUARE
SUITE 500
BOSTON, MA 02109
United States

Phone: 617-523-8880