Crowe Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$17,197,346
Clients
240
Advisors
2
of 4 employees
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
Expertise
Fee options
Basic Financial Plan: $750 to $1,500; Comprehensive Financial Plan: $1,250 to $2,450; $295 per module for specific planning modules
$0 - $249,999: 2.00% annually $250,000 - $499,999: 1.75% annually $500,000 - $999,999: 1.50% annually $1,000,000+: Negotiable
Registered representative of Gradient Securities, LLC; receives commissions from sale of securities products
$195 per hour for financial planning services
Main office
128 North High Street
Hillsboro OH 45133
Advisors at this office
2
Most active in
Ohio · Texas
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.
Forms ADV
Advisors at this firm
Mark C
Series 63, Series 66
Hillsboro, OH
Crowe Financial Group LLC
Mark Crowe is a financial advisor at Crowe Financial Group LLC with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Crowe Financial Group since 2004. Outside of his advisory role, he owns and operates a farming business. Crowe Financial Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis, incorporating strategies such as margin borrowing and options trading, to tailor portfolios to client goals and risk tolerances.
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 designations and totaling 22 years of industry experience. He has been associated with multiple related entities since 2004 and serves as an insurance agent selling fixed insurance products. Outside of his advisory work, Crowe volunteers with the nonprofit Helping Hands for Hope and officiates basketball games on an as-needed basis. Crowe Financial Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a strategic approach incorporating fundamental, technical, and cyclical analysis, and utilizes advanced trading techniques including margin borrowing and derivatives in client portfolios.
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