Crescent Advisor Group, Inc.
- Regulatory AUM
- $344M
- Discretionary
- $207M
- Clients
- 228
- Avg AUM / client
- $1.5M
- Accounts
- 510
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Jan 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 192 | $51.2M | 14.9% |
| High net worth individuals | 36 | $163M | 47.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $13.5M | 3.93% |
| Insurance companies | Fewer than 5 clients | $99.8M | 29.0% |
| Corporations and other businesses | Fewer than 5 clients | $14.0M | 4.06% |
| Other | Fewer than 5 clients | $2.6M | 0.76% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Texas Radiology Associates 401(k) Plan Texas Radiology Associates, Llp | 2024 |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Travis Nick Duren | President/Cco | Apr 2001 (25y) | 75% or more | |
| Russell Warren Travis | Senior Vice President | Oct 2012 (14y) | Less than 5% | |
| David Hamilton Evaul | Registered representative | Nov 2005 (21y) | ||
| Richard Wise Adkisson | Registered representative | Mar 2006 (20y) | ||
| Victor Joseph Dimaggio | Registered representative | Nov 2008 (18y) | ||
| Bradley Edwin Phelan | Registered representative | Aug 2016 (10y) | ||
| Terry Lee Hill | Registered representative | Jan 2018 (9y) | ||
| Hatley Joe Harrell | Registered representative | Jul 2019 (7y) | ||
| Tyler C Castle | Registered representative | CFP | Jul 2019 (7y) | |
| Jonathon B Bolt | Registered representative | CFP | Sep 2019 (7y) | |
| Kenneth Wayne Hast | Registered representative | Jan 2022 (5y) | ||
| Juan Carlos Martinez | Registered representative | Sep 2022 (4y) | ||
| Stephan Celuch | Registered representative | Mar 2023 (3y) | ||
| Charles Louis Lanza | Registered representative | Jul 2023 (3y) | ||
| Brook Scardina | Registered representative | Feb 2024 (2y) | ||
| Mark Vincent Petersen | Registered representative | Aug 2025 (1y) | ||
| Zachary Duren | Registered representative | Sep 2025 (1y) | ||
| Johnny Borrelli | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Texas Radiology Associates 401(k) Plan | Texas Radiology Associates, Llp | 143 | $128M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/07/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: CRESCENT ADVISER GROUP RENDERED SERVICES BY ROBERT WAGGONER AT TIMES, WHEN ROBERTWAGGONER WAS AN UNREGISTERED REPRESENTATIVE Status: Final Sanction Detail: PURSUANT TO SECTION 14.4(6) OF THE TEXAS SECURITIES ACT, CRESCENT ADVISOR GROUP, INC.IS HEREBY REPRIMANDED Summary: ROBERT WAGGONER PROVIDED INVESTMENT ADVICE WHILE UNREGISTERED AS AN INVESTMENTADVISOR.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $300M (87% of AUM) Jan 2026
- Axos Clearing $53.0M (25% of AUM) Aug 2023
- Inspira Financial $35.3M (12% of AUM) Oct 2025
- Millennium Trust Company, Llc $26.8M (11% of AUM) Nov 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 07, 2026.
View current Form ADV (SEC/IAPD) ↗