Crawford Advisory Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,309,042
Clients
5
100% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
Very LowAverage account size
$3,461,808
About
Crawford Advisory Group works with individuals, small businesses, estates and trusts to provide comprehensive financial planning and discretionary investment advisory services. Offerings include business valuation and cash-flow management, retirement and pension planning, tax and estate planning, and implementation of investment strategies through advisory programs or commissionable products.
The firm’s investment approach emphasizes long-term portfolio growth tempered by tactical adjustments, combining strategic asset allocation with both technical (e.g., point-and-figure, relative strength) and fundamental analysis. Accounts are managed on a discretionary basis using the VISION2020 Advisor Managed Portfolios platform, with custodial and clearing services provided through Pershing/Osaic and at least semiannual reviews offered to clients.
A distinctive feature is that the firm’s advisory representatives are also registered representatives of Osaic and licensed insurance agents, and the adviser may implement recommendations through commission-based securities and insurance products, which can present conflicts of interest. Crawford reports managing roughly $17.3 million on a discretionary basis, a scale that clients may want to consider when assessing how fee and commission incentives are addressed.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Business Financial Management
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
Financial plan engagement fee typically $2,500
$0 - $249,999: 1.65% $250,000 - $499,999: 1.625% $500,000 - $749,999: 1.375% $750,000 - $1,249,999: 1.225% $1,250,000 - $1,999,999: 1.075% $2,000,000 - $4,999,999: 1% $5,000,000 - $24,999,999: 0.9% $25,000,000+: 0.7%
Commissions received on certain securities and insurance products purchased through advisory representatives
Hourly fees range from $250 to $350 per hour
Ongoing financial planning fee $500 per month after initial engagement fee
Account minimum: $50,000 Minimum fee: Financial plan engagement fee typically $2,500, then $500 per month ongoing fee Fee-only: Financial planning fees: $2,500 engagement fee plus $500/month; hourly fees $250-$350/hour
Main office location
Crawford Advisory Group, LLC
9442 N Capital Of Texas Hwy, Plaza 1, Ste. 500 108
Austin TX 78759, United States
Number of offices
1
Most active in
Crawford Advisory Group, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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