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Crowe Financial Group LLC

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Client assets under management

$17,197,346

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Clients

240

3% high-net-worth

Advisors

2

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

120

Very High

Average account size

$71,656

About

Crowe Financial Group, LLC provides discretionary investment management and financial planning to individuals (including high net worth clients), trusts, estates, charitable organizations, and business entities. The firm manages roughly $17.6 million across about 240 client accounts and also offers annuity and insurance products through licensed personnel.

Portfolios are tailored to client goals and risk tolerances using fundamental, technical, and cyclical analysis, with periodic account reviews at least quarterly. The firm’s strategies can include long- and short-term positions, trading and option-writing, use of margin borrowing, and positions in exchange-traded products, executed through custodians such as Charles Schwab and Interactive Brokers.

What is distinctive in the brochure is the firm’s explicit use of borrowing (margin) and derivatives — including options, leveraged/inverse ETFs and exchange-traded notes — in client accounts and separately managed accounts, a practice the firm’s disclosures present as less common among peers. The advisers also maintain broker‑dealer and insurance affiliations and receive external compensation for those activities; the brochure discloses these conflicts and describes supervisory and disclosure practices intended to mitigate them.

Client services

Financial planning Portfolio management

Expertise

Annuities General retirement planning Income planning General estate planning guidance College savings (529s, UTMA, etc.)

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Fee options

Fixed

Basic Financial Plan: $750 to $1,500; Comprehensive Financial Plan: $1,250 to $2,450; $295 per module for specific planning modules

Percentage

$0 - $249,999: 2.00% annually $250,000 - $499,999: 1.75% annually $500,000 - $999,999: 1.50% annually $1,000,000+: Negotiable

Commissions

Registered representative of Gradient Securities, LLC; receives commissions from sale of securities products

Project-based

$195 per hour for financial planning services

Main office location

Crowe Financial Group LLC

128 North High Street

Hillsboro OH 45133, United States

Number of offices

1

Most active in

More info

Ohio · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 937-393-8788

Advisors at this firm

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user avatar

Mark C

Series 63, Series 66

Hillsboro, OH

Crowe Financial Group LLC

Mark Crowe is a financial advisor at Crowe Financial Group LLC in Hillsboro, Ohio, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Crowe Financial Group since 2004. Outside of his advisory work, he is also involved in farming as the owner of Crowe Farms. Crowe Financial Group LLC provides fee-based financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs fundamental, technical, and cyclical analysis in its investment approach and incorporates strategies such as options writing and the use of leveraged and inverse exchange-traded funds.

Annuities General retirement planning Income planning General estate planning guidance College savings (529s, UTMA, etc.)
user avatar

James C

Series 63, Series 66

Hillsboro, OH

Crowe Financial Group LLC

James Crowe is a financial advisor with Crowe Financial Group LLC in Hillsboro, OH, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at multiple related entities since 2004, including Gradient Securities, LLC and James L. Crowe Financial, LLC. Outside of advisory work, he volunteers with the nonprofit Helping Hands for Hope and serves as a basketball official. Crowe Financial Group LLC provides fee-based financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and businesses. The firm manages portfolios using fundamental, technical, and cyclical analysis, incorporating options writing, leveraged/inverse ETFs, and borrowing strategies tailored to client goals and risk tolerance.

Annuities General retirement planning Income planning General estate planning guidance College savings (529s, UTMA, etc.)
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