Crg
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Overview
Crg operates as a financial advisory firm located in Houston, Texas. The firm oversees $3.0 billion in total assets over 15 client accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). It has a small group, including 10 financial advisors. Crg is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets such as options, bonds and equities.
Crg administers all of the company's accounts on a discretionary basis. Discretionary management signifies that transaction judgments are made by an investment advisor without requiring the customer's permission. Crg administers roughly $203.2 million for every customer account. The typical advisor at Crg oversees around two client accounts, placing it among the most personalized financial advisor firms in the country.
The company's headquarters is at 1000 Main Street, Suite 2500, Houston, Texas 77002-6340. Crg is legally permitted to provide services to customers throughout 3 states, including Colorado, New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Crg by the Numbers
$3.0 billion
23
15
$203.2 million
Fee Structure
Fees for financial management usually are based on which services the firm provides the client. Fee types billed by Crg can be comprised of the following fee structures: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It works with pooled investment vehicles. Out of its 15 customers, Crg's biggest client type by number of accounts is pooled investment vehicles. About 62% of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Financial Advisors at Crg
Houston, TX
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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