RIA Intel›Advisers›Tennessee›CROUCH INVESTMENT GROUP, INC.

CROUCH INVESTMENT GROUP, INC.

Advisory

Data as of Jul 23, 2026 · Source: SEC Form ADV

Average account

$958K

across 12 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 23, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO, FL, TN

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

12 clients

4 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 TN

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

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WILCO FINANCIAL, LLC

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RESCH FINANCIAL GROUP LLC

$12M

CREST PRIVATE WEALTH, LLC

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$11M

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