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CROWE FINANCIAL GROUP LLC
CRD 166174
128 NORTH HIGH STREET, HILLSBORO, OH, 45133, United States
Phone
937-393-8788
Fax
937-393-8782
Registration
— (—)
Source
State registered
Total AUM
$17.6M
Discretionary AUM
$17.6M
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 232 | $11.5M |
| High net worth individuals | 8 | $5.7M |
| Charitable organizations | 2 | $381K |
| Corporations/business entities | 2 | $5K |
All web addresses on file
Official SEC filing: View on IAPD