CRAWFORD ADVISORY GROUP, LLC

Overview

Crawford Advisory Group, LLC is an independent registered investment adviser that serves a small number of high‑net‑worth individual and family clients. The firm runs a compact, equity‑centric practice — its stated asset preference is equities and its managed assets are overwhelmingly held in exchange‑traded securities. Service offerings emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of third‑party advisers when clients require specialist strategies. Fee arrangements are flexible and include asset‑based fees, hourly and fixed fees, and commission arrangements depending on client needs. The adviser is not an active ESG investor and is not positioned as a multi‑state or pension consultant.

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Public Holdings

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Location & Offices