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 organized as an LLC and SEC-registered since 2014. The firm serves both individual/family and institutional clients and offers financial planning alongside portfolio management for individuals, small businesses, and larger business or institutional accounts. Its fee model includes asset-based fees, hourly charges, and fixed-fee engagements. Crescent Grove identifies as an active ESG investor and lists affiliations with another investment adviser and an insurance company. The firm was included on the Financial Times Top 300 RIA Firms list in 2020 and on FA Magazine’s Top RIA Firms list that same year.
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
1 of 1ELIZABETH WATKINS
Chief Compliance OfficerCRD 2272542
Contacts
3 of 19JEFFREY 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 193Active vs passive
$803M in ETFs
92%
$737M
6%
$66.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $63.9M | 97,750 | 7.95% |
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
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