Crescent Advisor Group, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 115974
- SEC number
- 801-127131
- Firm type
- RIA
- Assets under management
- $344.4M as of Jan 7, 2026
- Website
- Not yet retrieved from the source record
- Phone
- 972-490-0150
- Address
- 4975 Preston Park Blvd., Plano, TX, 75093
Advisors at this firm
17 in our index · page 1 of 1
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Richard Wise AdkissonCRD 5123971 · Plano, TXIA Registered
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Jonathon B BoltCRD 7100631 · Lubbock, TXIA RegisteredBroker
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Tyler C CastleCRD 6595502 · Lubbock, TXIA RegisteredBroker
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Stephan CeluchCRD 7712258 · Plano, TXIA Registered
-
Victor Joseph DimaggioCRD 2539385 · Schererville, INIA RegisteredBrokerDisclosure event(s) on record
-
Travis Nick DurenCRD 1589445 · Plano, TXIA RegisteredBrokerDisclosure event(s) on record
-
Zachary DurenCRD 8086727 · Plano, TXIA RegisteredBroker
-
David Hamilton EvaulCRD 5057822 · Plano, TXIA Registered
-
Hatley Joe HarrellCRD 4594137 · Lubbock, TXIA RegisteredBroker
-
Kenneth Wayne HastCRD 6382578 · Plano, TXIA RegisteredBrokerDisclosure event(s) on record
-
Terry Lee HillCRD 809232 · Dallas, TXIA RegisteredBroker
-
Charles Louis LanzaCRD 5864178 · Plano, TXIA RegisteredBrokerDisclosure event(s) on record
-
Juan Carlos MartinezCRD 2039655 · Plano, TXIA RegisteredBrokerDisclosure event(s) on record
-
Mark Vincent PetersenCRD 1398258 · Arlington, TXIA RegisteredBroker
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Bradley Edwin PhelanCRD 6680951 · Plano, TXIA Registered
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Brook ScardinaCRD 7255272 · Roswell, GAIA Registered
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Russell Warren TravisCRD 2759751 · Plano, TXIA RegisteredBroker
1–17 of 17
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.