TrueAdvisor
TrueAdvisor
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David Hamilton Evaul

Crescent Advisor Group, INC.
20 Years of Experience
View SEC Summary
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Areas of Practice
Investment Management
Crescent Advisor Group, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
230 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$283.0M

Location

4975 Preston Park Blvd., Suite 820, Plano, TX, 75093

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David serves as general council to USSSA and president of 300 Resources Inc. These activities are not investment-related.

Employment History
Current Registrations
Crescent Advisor Group, INC.
November 2005 - Present · 20 yrs 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.