A complete list of active advisors currently associated with Crosby Advisory Group, LLC

Warmer can help you find a great advisor at Crosby Advisory Group, LLC or one who fits your needs even better.

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).

To learn more about the advisors currently working at Crosby Advisory Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.