Roswell, GA Office

Crescent Advisor Group, Inc. provides financial planning and portfolio management to a mix of individual and institutional clients, including individuals, families, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, corporations, non‑profits and insurance companies. The firm offers portfolio management, pension consulting, financial planning and the selection and monitoring of third‑party advisers, and—like most multi‑team advisers—generally charges fees based on a percentage of assets under management.

CAG’s investment process combines technical and fundamental analysis (including charting, cyclical and other technical tools) and employs a range of strategies from long‑term purchases to short‑term trading, margin and alternative investments such as private placement limited partnerships. The firm also selects and monitors sub‑advisers through on‑site due diligence and performance review, and provides both discretionary and non‑discretionary management with periodic account reviews and custodial reporting.

What distinguishes the firm from many peers is its network of affiliated business lines and professionals: Crescent Securities Group, Inc. operates as an affiliated broker‑dealer, Sovereign Equity Insurance Agency functions as an affiliated insurance agency, and certain advisory representatives maintain roles as a licensed attorney and as an accountant employed by a CPA firm — relationships the brochure identifies and discloses as potential conflicts of interest. The firm further discloses that it may effect principal transactions, utilize standing letters of authorization for transfers, and manage a mix of traditional and alternative products while documenting and addressing related conflicts.