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CRESCENT GROVE ADVISORS
Legal name: CRESCENT GROVE ADVISORS, LLC
CRD 170912File 801-79577
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.50B
Top 25% of cohort (national)
Discretionary AUM
$5.46B
Non-discretionary $45.4M
Clients
349
382 accounts
Employees
34
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 17, 2014
- Principal office
- 100 SOUTH SAUNDERS ROAD, SUITE 210, LAKE FOREST, IL, 60045
- Phone
- 847-752-0292
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.50B
- Discretionary AUM
- $5.46B
- Non-discretionary AUM
- $45.4M
- Discretionary accounts
- 378
- Non-discretionary accounts
- 4
- Total accounts
- 382
- AUM per client
- $15.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $91.3M |
| Charitable organizations | 19 | $176.1M |
| High net worth individuals | 290 | $5.11B |
| Individuals (other than high net worth individuals) | 35 | $30.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 382 | 349 | decreased by33 |
| Apr 1, 2026 | Clients | 381 | 382 | increased by1 |
| Apr 1, 2026 | AUM | $4,996,271,684 | $5,504,086,413 | increased by$507,814,729 |
| Apr 1, 2026 | Accounts | 381 | 382 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 31 | 34 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 330 | 381 | increased by51 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,354,808,217 | $4,996,271,684 | increased by$641,463,467 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 330 | 381 | increased by51 |
| Apr 1, 2022 | Employees | 29 | 31 | increased by2 |
| Apr 1, 2022 | Clients | 274 | 330 | increased by56 |
| Apr 1, 2022 | AUM | $3,695,568,091 | $4,354,808,217 | increased by$659,240,126 |
| Apr 1, 2022 | Accounts | 274 | 330 | increased by56 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CRESCENT GROVE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CRESCENT GROVE” may also match similarly-named firms). Confirm identity against each filing.
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.