Crescent Advisor Group, Inc.

Crescent Advisor Group, Inc. (CRD# 115974) is a financial advisory firm headquartered in Dallas, TX. They manage $57,242,565 in 145 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $394,776
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, IN, TX

Financial Advisors at Crescent Advisor Group, Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Lyle W. Scholten
CRD#: 1998527
8750 N. Central Expressway, Suite 750, Dallas, TX 75231
96
Wealthminder
score

Lyle Scholten (CRD# 1998527) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Dallas, TX and has over 28 years of experience in the finance industry. Lyle Scholten has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard W. Adkisson
CRD#: 5123971
8750 N. Central Expressway, Suite 750, Dallas, TX 75231
93
Wealthminder
score

Richard Adkisson (CRD# 5123971) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Dallas, TX and has over 12 years of experience in the finance industry.

3
Blake A. Bergstrom
CRD#: 4651418
8750 N. Central Expressway, Suite 750, Dallas, TX 75231
93
Wealthminder
score

Blake Bergstrom (CRD# 4651418) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Dallas, TX and has over 14 years of experience in the finance industry.

4
David H. Evaul
CRD#: 5057822
8750 N. Central Expressway, Suite 750, Dallas, TX 75231
93
Wealthminder
score

David Evaul (CRD# 5057822) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Dallas, TX and has over 13 years of experience in the finance industry.

5
Terry L. Hill
CRD#: 809232
Dallas, TX
93
Wealthminder
score

Terry Hill (CRD# 809232) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Dallas, TX and has over 35 years of experience in the finance industry.

6
David A. Nelson
CRD#: 4566986
8750 N. Central Expressway, Suite 750, Dallas, TX 75231
93
Wealthminder
score

David Nelson (CRD# 4566986) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Dallas, TX and has over 15 years of experience in the finance industry.

7
Russell W. Travis
CRD#: 2759751
8750 N. Central Expressway, Suite 750, Dallas, TX 75231
93
Wealthminder
score

Russell Travis (CRD# 2759751) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Dallas, TX and has over 21 years of experience in the finance industry.

8
Bradley E. Phelan
CRD#: 6680951
8750 N. Central Expressway, Suite 750, Dallas, TX 75231
88
Wealthminder
score

Bradley Phelan (CRD# 6680951) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Dallas, TX and has 1 year of experience in the finance industry.

9
Travis N. Duren
CRD#: 1589445
8750 N. Central Expressway, Suite 750, Dallas, TX 75231
63
Wealthminder
score

Travis Duren (CRD# 1589445) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Dallas, TX and has over 24 years of experience in the finance industry.

10
Victor J. Dimaggio
CRD#: 2539385
Schererville, IN
61
Wealthminder
score

Victor Dimaggio (CRD# 2539385) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Schererville, IN and has over 23 years of experience in the finance industry.

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