CROUCH INVESTMENT GROUP, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Crouch Investment Group, Inc. is an independent registered investment adviser that provides portfolio management and financial planning services to individual clients. The firm manages approximately $11.5 million for a very small client base of 12 households and operates with a single advisory professional.
The firm delivers one-on-one portfolio management and comprehensive financial planning, drawing on the advisor’s CFP certification and long tenure in the industry. Advisory activities and compliance oversight are handled by the same sole professional, reflecting a centralized operating structure.
Compared with many independent advisers, Crouch Investment Group’s unusually small client roster and reported assets under management suggest a high average account size and a highly concentrated, personalized client-advisor relationship. The firm reports no other business activities and no reportable disciplinary history, which may be relevant to prospective clients evaluating potential conflicts and governance.
Client services
Main office
Port Charlotte FL
Advisors at this office
1
Most active in
Colorado · Florida · Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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