Crawford Advisory Group, LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 115676
- Website
- www.crawfordadvisory.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.89%
- Individuals6.11%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Crawford Advisory Group, LLC operates as an independent, individual-owned registered investment adviser focused on serving individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagements. The firm is not positioned as an active ESG investor, is not multistate, and does not identify as a pension consultant or a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Contacts
1 of 1
Edmund Crawford
Financial Planner and Investment AdvisorCRD 2775981
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 9442 N Capital Of Texas Hwy
- Time zone
- CT (UTC-6)
- Office locations
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