Crescent Grove Advisors
Firm details
- Headquarters
- Lake Forest, Illinois
- CRD number
- 170912
- Registered since
- April 17, 2014
- Website
- crescentgroveadvisors.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.9%
- Charitable Organizations3.2%
- Other1.69%
- Corporations / Businesses1.66%
- Individuals0.55%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Crescent Grove Advisors is an independent registered investment adviser that began SEC registration in 2014. The firm serves both individuals and institutions, providing financial planning and portfolio management for individuals, small businesses, and business or institutional clients. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Crescent Grove identifies as an active ESG investor and is owned by a combination of domestic entity and individual ownership. The firm has been recognized in industry lists: it appeared among the Financial Times’ Top 300 RIA Firms in 2020 and was listed by Financial Advisor Magazine as a Top RIA Firm in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds42%
- Exchange Traded Equities26%
- Private Funds15%
- State & Local Bonds7%
- Cash & Cash Equivalents6%
Owners & executives
2 of 2
Elizabeth Watkins
Chief Compliance OfficerCRD 2272542
Andrew Krei
Co-Chief Investment OfficerCRD 5967208
Contacts
3 of 19
Jeffrey Robbins
Senior Financial AnalystCRD 3040360
Donald Wright
Senior Client AdvisorCRD 4187472
Jennelle Vestal
Senior Financial AnalystCRD 5087362
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 191Active vs passive
$880M in ETFs
92%
$807M
5%
$73.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $74.2M | 99,058 | 8.43% |
Location
Lake Forest, IL
Lake
Location
Lake Forest, IL
Headquartered in Lake Forest, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 100 Saunders Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Roundtable Healthcare Management, Inc
RIALake Forest, IL
Tsfg, LLC
RIALake Forest, IL
Alley Company
RIALake Forest, IL
North Shore Private Asset Management, LLC
RIALake Forest, IL
Western Pacific Wealth Management, LP
RIALake Forest, IL
Barrett Upton Capital Partners
RIALake Forest, IL