Tech stack
No one at Crescent Advisor Group, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $206M held · filed Dec 2024
Millennium Trust
Per Form ADV · $35M held · filed Dec 2024