Crowe Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$17,582,376
Total clients
240
3% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
120
Average account size
$73,260
About
Crowe Financial Group, LLC provides discretionary investment management and financial planning to individuals (including high net worth clients), trusts, estates, charitable organizations, and business entities. The firm manages roughly $17.6 million across about 240 client accounts and also offers annuity and insurance products through licensed personnel.
Portfolios are tailored to client goals and risk tolerances using fundamental, technical, and cyclical analysis, with periodic account reviews at least quarterly. The firm’s strategies can include long- and short-term positions, trading and option-writing, use of margin borrowing, and positions in exchange-traded products, executed through custodians such as Charles Schwab and Interactive Brokers.
What is distinctive in the brochure is the firm’s explicit use of borrowing (margin) and derivatives — including options, leveraged/inverse ETFs and exchange-traded notes — in client accounts and separately managed accounts, a practice the firm’s disclosures present as less common among peers. The advisers also maintain broker‑dealer and insurance affiliations and receive external compensation for those activities; the brochure discloses these conflicts and describes supervisory and disclosure practices intended to mitigate them.
Client services
Expertise
Fee options
Basic Financial Plan: $750 to $1,500; Comprehensive Financial Plan: $1,250 to $2,450; $295 per module for specific planning modules
$0 - $249,999: 2.00% annually $250,000 - $499,999: 1.75% annually $500,000 - $999,999: 1.50% annually $1,000,000+: Negotiable
Registered representative of Gradient Securities, LLC; receives commissions from sale of securities products
$195 per hour for financial planning services
Main office location
Crowe Financial Group LLC
128 North High Street
Hillsboro OH 45133, United States
Number of offices
1
Most active in
Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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
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