Crosby Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$81,103,427
Clients
533
Advisors
4
of 4 employees
About
Crosby Advisory Group provides ongoing portfolio management to individuals, high‑net‑worth individuals, and business clients, delivering tailored investment policy statements and regular portfolio monitoring. The firm advises on a range of holdings including mutual funds, equities, ETFs, fixed‑income (including TIPS), annuities, and selected non‑U.S. securities.
The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading discipline, with model portfolios used alongside individualized plans to reflect client goals, time horizons, and risk tolerance. Advisors generally seek discretionary authority to implement asset allocations and provide quarterly reporting through custodians.
Crosby Advisory Group is distinctive among peers for operating an affiliated insurance agency and having advisors licensed to sell insurance and annuity products; the brochure discloses that outside compensation for such recommendations is accepted and will be documented as a potential conflict. Managing roughly $81.45 million across three advisors while serving about 533 clients gives the firm a higher client‑to‑advisor ratio than most peers, a staffing and service characteristic that can affect client access and trade execution practices (the firm also does not aggregate trades for multiple client accounts).
Client services
Expertise
Fee options
1.00% annually
Main office
19 W. Main St.
Ashland OH 44805
Advisors at this office
4
Most active in
Florida · Ohio · Texas · Wisconsin
Also doing business as
Cag Marketing · Crosby Advisory Group, Inc. · Crosby Advisory Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Nathan C
CFP®, Series 65
Ashland, OH
Crosby Advisory Group, LLC
Nathan Crosby is a CFP® and holds a Series 65 license with 13 years of industry experience. He is the principal of Crosby Advisory Group, LLC in Ashland, Ohio, where he has worked since 2011. Crosby also owns 25% of NMD Insurance Agency, Inc., a property and casualty insurance agency, and is involved in selling annuity products. Crosby Advisory Group provides portfolio management and advisory services to individuals, high-net-worth clients, and business corporations, using a long-term, modern portfolio theory approach. The firm manages approximately $63.8 million in assets and typically offers discretionary account management with a focus on tailored investment policies.
Derek B
CFA®, Series 65
Ashland, OH
Crosby Advisory Group, LLC
Derek Ballinger is a Series 65-licensed advisor with Crosby Advisory Group, LLC, where he has worked since 2019. He has four years of industry experience and previously attended Ohio State University. Crosby Advisory Group provides portfolio management and advisory services to individuals, high-net-worth clients, and business corporations, using a long-term, modern portfolio theory approach. The firm customizes investment strategies based on client goals and risk tolerance, managing accounts primarily on a discretionary basis with regular monitoring and reviews.
Jarrod L
Series 65
Ashland, OH
Crosby Advisory Group, LLC
Jarrod Lifer is a financial advisor at Crosby Advisory Group, LLC in Ashland, Ohio, holding a Series 65 registration with two years of industry experience. He began his career at Crosby Advisory Group in 2024 after ten years as a student. Crosby Advisory Group provides portfolio management services to individuals, high-net-worth clients, and businesses, using a long-term investment approach grounded in modern portfolio theory. The firm offers tailored investment plans and monitors a diverse range of assets, including mutual funds, equities, ETFs, fixed income, annuities, and select international securities.
Joseph L
Series 66
Ashland, OH
Crosby Advisory Group, LLC
Joseph Lewis is a financial advisor with Crosby Advisory Group, LLC in Ashland, Ohio. He holds the Series 66 designation and has 17 years of experience in the financial industry, including 13 years at J.P. Morgan Securities and Jpmorgan Chase Bank. Crosby Advisory Group provides portfolio management services to individuals, high-net-worth clients, and businesses. The firm employs a modern portfolio theory-based approach combined with long-term trading discipline, offering tailored investment strategies across a variety of asset classes.
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