CROSBY ADVISORY GROUP, LLC

Overview

Crosby Advisory Group, LLC is an independent registered investment adviser that serves individuals, families and small institutions with a fee model based on a percentage of assets under management. The firm combines traditional financial planning and discretionary portfolio management with an insurance brokerage practice, which shapes its use of annuities and insurance-linked solutions alongside managed portfolios. Crosby Advisory Group does not position itself as an ESG investor and is not a multi-state adviser or pension consultant; it operates with an owner-managed structure and focuses on direct advisory relationships rather than acting as a capital allocator. Investment activity centers on publicly offered investment funds as the primary building blocks of client portfolios, supplemented by third-party alternative strategies. The firm’s client mix and average relationship size point to a focus on mass-affluent households and smaller institutions, with advisory work tailored to individual and family needs and to small-business portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices