Milwaukee, WI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Crescent Grove Advisors
Multi-team
Firm-wide stats for Crescent Grove Advisors
Clients per advisor
15 Very LowAvg AUM per client
$15,827,146 Very HighHNW client ratio
89% Very HighAbout
Crescent Grove Advisors provides integrated wealth management, family office and Outsourced Chief Investment Officer (OCIO) services to high‑net‑worth individuals, family offices and institutional clients, and also offers a portfolio advisory line for clients with $1–10 million in liquid investable assets. The firm routinely provides financial planning, trust and estate planning, tax and insurance consulting, and discretionary portfolio management across mutual funds, ETFs, independent managers and alternative investments.
The firm’s investment process is centered on a client‑specific investment policy statement (IPS) and an asset‑allocation framework overseen by a Crescent Grove Investment Committee that sources Independent Managers and alternative strategies; performance measurement and reporting draw on external sources such as Bloomberg and fund sponsors. The brochure discloses that Crescent Grove advertises hypothetical performance and uses client testimonials in its marketing, and it describes reliance on third‑party data and tools (including limited use of AI for internal support) when preparing performance information and client communications.
What distinguishes Crescent Grove from many peers is its affiliate relationships and related operational arrangements: it is affiliated with Barrett Upton Capital Partners (a private fund‑of‑funds manager) under a staff and expense sharing agreement and discloses a streamlined due diligence process for affiliated funds, while employees may invest alongside clients in private fund offerings and serve on certain advisory boards; the firm also discloses insurance‑product sales through an affiliate that generates commissions and a referral/bonus program for employees. These organizational links and the firm’s described controls around conflicts, custody negotiations with Fidelity, and use of layered private fund structures are notable governance and operational features called out in the brochure.
Based on Crescent Grove Advisors
Expertise
Based on Crescent Grove Advisors
Location
313 Plankinton Avenue, Suite 216
Milwaukee WI 53203
Advisors at this office
4
Advisors at this office
Jeffrey R
CFP®, Series 66
Milwaukee, WI
Crescent Grove Advisors
Jeffrey Robbins is a CFP® with 20 years of industry experience, currently serving as an advisor at Crescent Grove Advisors. His prior roles include positions at Beacon Pointe Advisors, Next Generation Wealth Management, and Martin Capital Management. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, outsourced chief investment officer solutions, and portfolio advisory. The firm combines long-term strategic allocations with shorter-term tactical adjustments, utilizing independent managers and alternative strategies across discretionary and non-discretionary mandates.
Blake K
CFA®, Series 66
Milwaukee, WI
Crescent Grove Advisors
Blake Karls is a CFA® charterholder with 13 years of industry experience, currently serving at Crescent Grove Advisors in Milwaukee, WI. He previously worked at Artisan Partners Asset Management for nine years and Robert W. Baird for three years. Crescent Grove Advisors provides wealth management, family office services, OCIO solutions, and portfolio advisory to individuals, high-net-worth families, family offices, and institutional clients. The firm manages approximately $5 billion in assets, employing a customized investment process that integrates long-term strategic allocations with tactical adjustments and utilizes third-party independent managers and alternative strategies.
Luke H
Series 65
Milwaukee, WI
Crescent Grove Advisors
Luke Harris is a financial advisor at Crescent Grove Advisors in Milwaukee, WI, holding a Series 65 designation. He has been with Crescent Grove Advisors since 2023 and previously worked at Catholic Financial Life. Harris has no prior industry experience before joining the firm. Crescent Grove Advisors provides integrated wealth management, family office, and Outsourced Chief Investment Officer (OCIO) services to high-net-worth individuals, family offices, and institutional clients. The firm offers financial planning, trust and estate planning, tax and insurance consulting, and discretionary portfolio management across a range of investment vehicles.
Dustin W
CFP®
Milwaukee, WI
Crescent Grove Advisors
Dustin Wolk is a CFP® professional with 4 years of industry experience, currently serving at Crescent Grove Advisors since 2016. He is based in Milwaukee, WI. Crescent Grove Advisors serves individuals, high-net-worth families, family offices, and institutional clients by providing integrated wealth management, family office services, outsourced chief investment officer (OCIO) solutions, and portfolio advisory. The firm manages approximately $5 billion in client assets using a customized investment policy framework that combines long-term strategic allocations with tactical adjustments, supported by a dedicated investment committee.
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