firm profile
Troxell Financial
Overview
Troxell Financial is an SEC registered investment adviser based in Springfield, IL, registered since 2015. It reports $1.2B in assets under management across 1,691 accounts, with 12 employees. It has 6 investment adviser representatives.
- Reported AUM
- $1.2B
- Discretionary
- 66%
- Accounts
- 1,691
- Average account
- $698K
- Employees
- 12
- Advisory reps
- 6
- Registered since
- 2015
- Jurisdictions
- 6
As reported in the firm's June 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 8
- Scott Michael Norris Chief Executive Officer, Wealth Advisor CRD 4153601
- Erin Michelle Crumly President, Wealth Advisor CRD 5573170
- Kevin Wayne Crumly Chairman of the Board, Chief Investment Officer, Wealth Advisor CRD 2447307
5 more executive officers, with direct contact details
Advisory reps 3 of 6
- W Douglas Cantrall Jr. Insurance Agent · Investment Adviser Rep CRD 7015740
- Erin M Crumly Insurance Agent · Investment Adviser Rep CRD 5573170
- Kevin W Crumly Insurance Agent · Investment Adviser Rep CRD 2447307
3 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1200 Centre West Dr
Springfield, IL 62704 - County
- Sangamon
- Metro area
- Springfield, IL
- Region
- Midwest
Registrations
- SEC registered
- Registered in 6 jurisdictions
- Website: troxellfinancial.com
Every state, with registration dates
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