CRESCENT ADVISOR GROUP, INC.

CRD 115974File 801-127131

APPROVED

Retail clients

Filing as of Jan 7, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$344.4M

Below cohort median (national)

Discretionary AUM

$206.9M

Non-discretionary $137.5M

Clients

228

510 accounts

Employees

Below cohort median in TX

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: FWRO
Registration date: Jan 5, 2023
Principal office: 4975 PRESTON PARK BLVD., SUITE 820, PLANO, TX, 75093
Phone: 972-490-0150
Website: Not reported

Assets & accounts

ADV Item 5F

Total regulatory AUM: $344.4M
Discretionary AUM: $206.9M
Non-discretionary AUM: $137.5M
Discretionary accounts: 465
Non-discretionary accounts: 45
Total accounts: 510
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$14.0M
Insurance companies	Fewer than 5	$99.8M
High net worth individuals	36	$163.2M
Pension and profit sharing plans	Fewer than 5	$13.5M
Individuals (other than high net worth individuals)	192	$51.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.