DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Elizabeth Anne Watkins

Crescent Grove Advisorsindependent RIALake Forest, IlIA-onlyIAPD 2272542

Feed of 09/14/2026

Also filed as Elizabeth Anne Eisenmenger

At current firm

6 y

since Jan 16, 2020

In the industry

18 y

since Jan 24, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Chief Operating Officer, Chief Compliance Officerreportedcrescentgroveadvisors.comfirm site, Sep 15, 2026
Business email: lwatkins@crescentgroveadvisors.comreportedcrescentgroveadvisors.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/elizabeth-watkins-iaccp%C2%AE-43192914reportedcrescentgroveadvisors.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Crescent Grove Advisors independent RIA current
since Jan 16, 2020 · Lake Forest, Il
Stifel, Nicolaus & Company, Incorporated national BD
Aug 18, 2014 to Mar 23, 2017 · Chicago, Il
Ziegler Capital Management, LLC former
May 9, 2014 to Oct 14, 2019 · Chicago, Il
Calamos Advisors LLC asset manager
Dec 12, 2012 to May 5, 2014 · Naperville, Il
Calamos Wealth Management LLC independent RIA
Oct 7, 2011 to Dec 12, 2012 · Naperville, Il
Ziegler Capital Management, LLC former
May 21, 2010 to Sep 9, 2011 · Chicago, Il
B. C. Ziegler And Company former
Apr 24, 2008 to Sep 9, 2011 · Chicago, Il

Moves

a registration end followed by a registration begin elsewhere

Ziegler Capital Management, LLC to Stifel, Nicolaus & Company, Incorporated
left Oct 14, 2019, registered Aug 18, 2014 (-1883 days) · RIA to affiliated broker-dealer or bank
Stifel, Nicolaus & Company, Incorporated to Crescent Grove Advisors
left Mar 23, 2017, registered Jan 16, 2020 (1029 days) · Affiliated broker-dealer or bank to independent RIA
Calamos Advisors LLC to Ziegler Capital Management, LLC
left May 5, 2014, registered May 9, 2014 (4 days) · Other
Calamos Wealth Management LLC to Calamos Advisors LLC
left Dec 12, 2012, registered Dec 12, 2012 (0 days) · Other
Ziegler Capital Management, LLC to Calamos Wealth Management LLC
left Sep 9, 2011, registered Oct 7, 2011 (28 days) · Other
B. C. Ziegler And Company to Ziegler Capital Management, LLC
left Sep 9, 2011, registered May 21, 2010 (-476 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address