RIA Intel›Advisers›Ohio›CROWE FINANCIAL GROUP LLC

CROWE FINANCIAL GROUP LLC

Advisory

HILLSBORO, OH

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

Average account

$64K

across 273 accounts

AUM per adviser

$9M

2 advisers

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

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients244

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH, TX

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

244 clients

8 high-net-worth

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

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