RIA Intel›Advisers›Ohio›CROSBY ADVISORY GROUP, LLC

CROSBY ADVISORY GROUP, LLC

Advisory

ASHLAND, OH

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in OH

#642

of 748 advisers by AUM

Average account

$151K

across 539 accounts

AUM per adviser

$27M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$81M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$81M

Discretionary AUM$81M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients539

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, OH, TX, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

539 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

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PERSONAL FINANCIAL ADVISORS, INC.

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