This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.62 fund_share=0.0 institutional_share=0.33 related_bd=true related_bank=false bd_reps=13.0

Regulatory AUM

$344MItem 5.F on the latest filing (2026-01-07); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$207M

Private client RAUM

$214MderivedItem 5.D individuals plus high net worth individuals

Private client share

62%derivedprivate client RAUM over total RAUM

Advisors on IAPD

18

RAUM per advisor

$19.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

18

Advisory employees

18

Offices

1Schedule D 1.F, beyond the principal office

Accounts

510

Individual clients

192

High net worth clients

36

SEC number

801-127131

CRD

115974

Filings on the tape

15

First filed

Dec 5, 2022

Latest filed

Jan 7, 2026

Organised

Corporation, TX

• Occurred

  Jan 2, 2025
  Advisor changed firm

  Anthony Jerry Kulhanek left Crescent Advisor Group, Inc. for Realta Investment Advisors, Inc (registered 2025-01-17)

  Form ADVobserved 4 days ago
• Occurred

  Dec 5, 2022
  First Form ADV filing

  Crescent Advisor Group, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8fdea243-2cc8-5fb3-c55e-eca2f7f2349c

First observed

Dec 5, 2022

Last observed

Jan 7, 2026 8 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.