# CRESCENT ADVISOR GROUP, INC.

CRESCENT ADVISOR GROUP, INC. of PLANO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 115974
- Type: SEC-registered investment adviser
- SEC file number: 801-127131
- Location: 4975 PRESTON PARK BLVD., SUITE 820, PLANO, TX, 75093
- Phone: 972-490-0150
- Latest filing: 2026-01-07
- Regulatory AUM: $344.4M
- Discretionary AUM: $206.9M
- Non-discretionary AUM: $137.5M
- Clients: 18
- Accounts: 510

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Travis Warren | SENIOR VICE PRESIDENT | SAN FRANCISCO, CA |
| Travis Nick Duren | PRESIDENT/CCO | — |
| Russell Warren Travis | SENIOR VICE PRESIDENT | — |
| DUREN TRAVIS NICK | PRESIDENT/CCO | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2007-03-13 | regulatory | CRESCENT ADVISER GROUP RENDERED SERVICES BY ROBERT WAGGONER AT TIMES, WHEN ROBERTWAGGONER WAS AN UNREGISTERED REPRESENTATIVE | Final | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115974/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115974/similar
- Related entities: https://search.stillhousedata.com/firm/115974/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115974

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.