A complete list of active advisors currently associated with Crouch Investment Group, Inc.

Warmer can help you find a great advisor at Crouch Investment Group, Inc. or one who fits your needs even better.

Crouch Investment Group serves individual clients, including high-net-worth households, and offers portfolio management and related financial planning services, typically billed on a percentage-of-assets basis. The firm’s brochure indicates it focuses on ongoing advisory relationships and individualized account management common to similarly structured advisors. The firm operates as a small, advisor-led practice with a single CFP-certified principal who is also the firm’s President and Chief Compliance Officer and directly supervises advisory activities. With roughly a dozen client relationships and about $11.5 million in assets under management, the practice emphasizes direct, hands-on management rather than scale-dependent product solutions. Notable distinctions include the firm’s relatively small AUM and client base compared with many supported peers, and the principal’s long industry tenure that has included roles as a branch manager and registered representative at a broker-dealer. The brochure discloses no outside business activities or disciplinary history, placing supervisory and compliance responsibilities entirely within the firm.

To learn more about the advisors currently working at Crouch Investment Group, Inc., 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.