Crestwood Advisors Group, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 286243
· SEC file 801-108983
· Boston, MA
· WWW.FOCUSFINANCIALPARTNERS.COM
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ADV data as of Jun 11, 2026
- Regulatory AUM
- $8.0B
- Discretionary
- $8.0B
- Clients
- 1,128
- Avg AUM / client
- $7.1M
- Accounts
- 6,710
- Employees
- 64
AUM over time
$1.5B
$8.0B
Dec 2016
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 236 | $100M | 1.25% |
| High net worth individuals | 870 | $7.6B | 95.0% |
| Pension and profit sharing plans | 4 | $19.1M | 0.24% |
| Charitable organizations | 3 | $7.9M | 0.1% |
| Corporations and other businesses | 15 | $277M | 3.45% |
People (41)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Arthur Eckton | Ceo | CFA | Jan 2017 (10y) | Less than 5% |
| Treible, Roy, Donald | Chief Compliance Officer | Jan 2017 (10y) | Less than 5% | |
| Alyson Lynn Nickse | Registered representative | CFP | Feb 2017 (9y) | |
| John Ward Morris | Registered representative | Feb 2017 (9y) | ||
| Leah Rachel Sciabarrasi | Registered representative | CFP | Feb 2017 (9y) | |
| Leigh Breitman Hurd | Registered representative | CFA | Feb 2017 (9y) | |
| Robert Gilmore Ix | Registered representative | CFA | Feb 2017 (9y) | |
| Aaron Micah Beltrami | Registered representative | CFP | Feb 2017 (9y) | |
| Paige Martin Earls | Registered representative | CFP | Feb 2017 (9y) | |
| William Frederick Spencer | Registered representative | CFP | Feb 2017 (9y) | |
| Ryan Gerard Kenny | Registered representative | CFA | May 2017 (9y) | |
| Luke Benjamin Neumann | Registered representative | CFP | Nov 2017 (9y) | |
| Kayla Christine Hammen | Registered representative | Nov 2018 (8y) | ||
| John Reid Ingram | Registered representative | CFA | Dec 2018 (8y) | |
| David Pierson Tuttle | Registered representative | CFA | Apr 2019 (7y) | |
| Susan Cheswick Brewer | Registered representative | May 2019 (7y) | ||
| Peter Thurston Malone | Registered representative | CFA | Oct 2019 (7y) | |
| Gregory Francis Mcsweeney | Registered representative | CFA | Apr 2020 (6y) | |
| Hillary Rose Urbancic | Registered representative | Mar 2021 (5y) | ||
| Brandon Lozier | Registered representative | May 2022 (4y) | ||
| Alexandra Michelle Blake | Registered representative | Jul 2022 (4y) | ||
| Jason David Hendricks | Registered representative | CFP | Aug 2022 (4y) | |
| Timothy Steven Paradis | Registered representative | CFP | Apr 2023 (3y) | |
| Roberto Palladino | Registered representative | CFA | Apr 2023 (3y) | |
| James Michael Doogan | Registered representative | CFA | Apr 2023 (3y) | |
| Karin Elizabeth Isherwood Coulter | Registered representative | Sep 2023 (3y) | ||
| Logan Ribeiro | Registered representative | CFP | Oct 2023 (3y) | |
| Paul Louis Gaudio | Registered representative | CFP | Oct 2023 (3y) | |
| Madison Nicole Mcnamara | Registered representative | CFP | Sep 2024 (2y) | |
| Alexander Stephen Lapointe | Registered representative | Dec 2024 (2y) | ||
| Peter R Mako | Registered representative | CFP | May 2025 (1y) | |
| Alexander Dobecki | Registered representative | Jun 2025 (1y) | ||
| Alex D Sternberg | Registered representative | CFA | Sep 2025 (1y) | |
| Donald Jerome Clarke | Registered representative | CFP | Oct 2025 (1y) | |
| J Michael Costello | Registered representative | CFA | Dec 2025 (1y) | |
| Ryan Ward Stanick | Registered representative | CFP | Dec 2025 (1y) | |
| Alexander Joseph Matuschak | Registered representative | Jan 2026 (1y) | ||
| Elizabeth Laws | Registered representative | Feb 2026 (0y) | ||
| Madison Mc Auliffe | Registered representative | CFP | Apr 2026 (0y) | |
| Aidan Christopher Reed | Registered representative | May 2026 (0y) | ||
| Hilary Nmn Champagne | Registered representative | CFP | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Focus Operating, Llc | Member (Manager) | Jan 2017 | A | 75% or more |
| Focus Financial Partners, Llc | Member | Jan 2007 | B | ≈ 56.25% – 100% via Focus Operating, Llc |
| Focus Financial Partners Inc. | Member | Jul 2018 | B | ≈ 42.19% – 100% via Focus Financial Partners, Llc |
| Ferdinand Ffp Parent, Inc. | Member | Aug 2023 | B | ≈ 17.8% – 100% via Ferdinand Ffp Intermediate Holdings, Llc |
| Ferdinand Ffp Acquisition, Llc | Shareholder, Class A Common Stock | Aug 2023 | B | ≈ 31.64% – 100% via Focus Financial Partners Inc. |
| Ferdinand Ffp Ultimate Holdings, Lp | Shareholder, Class B Common Stock | Aug 2023 | B | ≈ 31.64% – 100% via Focus Financial Partners Inc. |
| Ferdinand Ffp Intermediate Holdings, Llc | Member | Aug 2023 | B | ≈ 23.73% – 100% via Ferdinand Ffp Acquisition, Llc |
| Cd&R Ferdinand Holdings, L.P. | Partner | Aug 2023 | B | ≈ 15.82% – 75% via Ferdinand Ffp Ultimate Holdings, Lp |
| Clayton Dubilier & Rice Fund Xii, L.P. | Partner | Aug 2023 | B | ≈ 7.91% – 56.25% via Cd&R Ferdinand Holdings, L.P. |
| Cd&R Ferdinand Co Investor, L.P. | Partner | Aug 2023 | B | ≈ 3.96% – 37.5% via Cd&R Ferdinand Holdings, L.P. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Focus Financial Partners, Llc: 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Focus Financial Partners Inc.: 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Ferdinand Ffp Parent, Inc.: 75% – 100% of Ferdinand Ffp Intermediate Holdings, Llc × 75% – 100% of Ferdinand Ffp Acquisition, Llc × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Ferdinand Ffp Acquisition, Llc: 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Ferdinand Ffp Ultimate Holdings, Lp: 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Ferdinand Ffp Intermediate Holdings, Llc: 75% – 100% of Ferdinand Ffp Acquisition, Llc × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Cd&R Ferdinand Holdings, L.P.: 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 15.82% – 75% of the firm
- Clayton Dubilier & Rice Fund Xii, L.P.: 50% – 75% of Cd&R Ferdinand Holdings, L.P. × 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 7.91% – 56.25% of the firm
- Cd&R Ferdinand Co Investor, L.P.: 25% – 50% of Cd&R Ferdinand Holdings, L.P. × 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 3.96% – 37.5% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
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
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $6.2B (78% of AUM) Jun 2026
- Charles Schwab & Co. $1.3B (16% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗