Crescent Advisor Group, Inc.

Overview

Crescent Advisor Group, Inc. is an SEC registered investment adviser based in Plano, TX, registered since 2002. It reports $344M in assets under management across 510 accounts, with 18 employees. It has 17 investment adviser representatives.

Reported AUM

$344M

Discretionary

60%

Accounts

510

Average account

$675K

Employees

18

Advisory reps

17

Registered since

2002

Jurisdictions

5

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Travis Nick Duren President, Chief Compliance Officer CRD 1589445
• Russell Warren Travis Senior Vice President CRD 2759751

Advisory reps 3 of 17

• Richard Wise Adkisson Investment Adviser Rep CRD 5123971
• Jonathon B Bolt Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7100631
• Johnny Borrelli Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6788697

14 more advisory reps, with emails, phones and branch locations

Location

Headquarters

4975 Preston Park Blvd Ste 820
Plano, TX 75093

County

Collin

Metro area

Dallas-Fort Worth-Arlington, TX

Region

South

Registrations

• SEC registered
• Registered in 5 jurisdictions

Every state, with registration dates

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