Crosby Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$81,449,963
Total clients
533
2% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
178
Average account size
$152,814
About
Crosby Advisory Group provides ongoing portfolio management to individuals, high‑net‑worth individuals, and business clients, delivering tailored investment policy statements and regular portfolio monitoring. The firm advises on a range of holdings including mutual funds, equities, ETFs, fixed‑income (including TIPS), annuities, and selected non‑U.S. securities.
The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading discipline, with model portfolios used alongside individualized plans to reflect client goals, time horizons, and risk tolerance. Advisors generally seek discretionary authority to implement asset allocations and provide quarterly reporting through custodians.
Crosby Advisory Group is distinctive among peers for operating an affiliated insurance agency and having advisors licensed to sell insurance and annuity products; the brochure discloses that outside compensation for such recommendations is accepted and will be documented as a potential conflict. Managing roughly $81.45 million across three advisors while serving about 533 clients gives the firm a higher client‑to‑advisor ratio than most peers, a staffing and service characteristic that can affect client access and trade execution practices (the firm also does not aggregate trades for multiple client accounts).
Client services
Expertise
Fee options
1.00% annually
Main office location
Crosby Advisory Group, LLC
19 W. Main St.
Ashland OH 44805, United States
Number of offices
2
Most active in
Florida · Ohio · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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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
Quick links
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