Crescent Grove Advisors, Llc
SEC-registered
Multi-Family Office · Mid-sized ($1B–$10B)
CRD 170912
· SEC file 801-79577
· Lake Forest, IL
· CRESCENTGROVEADVISORS.COM
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ADV data as of Mar 26, 2026
- Regulatory AUM
- $5.5B
- Discretionary
- $5.5B
- Clients
- 382
- Avg AUM / client
- $14.4M
- Accounts
- 382
- Employees
- 34
AUM over time
$0
$5.5B
Dec 2014
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Investments (13F portfolio — 300 positions, $1,039,453,775)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | I Shares S&P 500 Etf | ETF | $63,851,565 | 97,750 | 6.14% | 1.16% |
| 2 | Spdr S&P 500 Etf | ETF | $61,964,752 | 94,683 | 5.96% | 1.13% |
| 3 | Zurn Elkay Water Solutions | COMM | $59,851,311 | 1,334,775 | 5.76% | 1.09% |
| 4 | Vanguard 500 Index Fund Etf | ETF | $49,946,842 | 83,586 | 4.81% | 0.91% |
| 5 | Vanguard Total Stock Market Etf | ETF | $28,140,483 | 87,717 | 2.71% | 0.51% |
| 6 | I Shares Core Msci Emerging Markets Etf | ETF | $25,601,261 | 367,043 | 2.46% | 0.47% |
| 7 | I Shares 7 10 Year Treasury Etf | ETF | $24,399,999 | 255,658 | 2.35% | 0.44% |
| 8 | Invesco Powershares Qqq Etf | ETF | $21,426,355 | 37,122 | 2.06% | 0.39% |
| 9 | I Shares Core S&P Small Cap Etf | ETF | $21,188,453 | 170,449 | 2.04% | 0.38% |
| 10 | Cdw Corporation | COMM | $20,811,586 | 171,968 | 2.0% | 0.38% |
| 11 | I Shares Core S&P Mid Cap Etf | ETF | $20,654,237 | 305,853 | 1.99% | 0.38% |
| 12 | Intercontinental | COMM | $20,031,653 | 127,363 | 1.93% | 0.36% |
| 13 | I Shares Core Msci Eafe Etf | ETF | $18,897,545 | 208,743 | 1.82% | 0.34% |
| 14 | Apple | COMM | $18,745,617 | 73,863 | 1.8% | 0.34% |
| 15 | I Shares 0 3 Month Treasury Etf | ETF | $18,132,258 | 180,134 | 1.74% | 0.33% |
| 16 | Ncr Atleos | COMM | $17,495,471 | 401,456 | 1.68% | 0.32% |
| 17 | I Shares Russell 1000 Growth Etf | ETF | $17,462,930 | 40,954 | 1.68% | 0.32% |
| 18 | Fidelity National Financial, Inc. | COMM | $17,142,665 | 369,613 | 1.65% | 0.31% |
| 19 | I Shares Core S&P Us Value Etf | ETF | $16,609,490 | 162,440 | 1.6% | 0.3% |
| 20 | Angel Oak Ultrashort Income Etf | ETF | $12,500,411 | 243,870 | 1.2% | 0.23% |
| 21 | Energy Sector Spdr Etf | ETF | $12,366,189 | 201,864 | 1.19% | 0.22% |
| 22 | Vanguard High Dividend Yield Etf | ETF | $11,929,004 | 80,547 | 1.15% | 0.22% |
| 23 | Fidelity National Info Srvcs, Inc. | COMM | $11,912,788 | 253,950 | 1.15% | 0.22% |
| 24 | I Shares Core S&P Total Us Stock Market Etf | ETF | $11,511,621 | 80,823 | 1.11% | 0.21% |
| 25 | Angel Oak Income Etf | ETF | $11,341,639 | 543,185 | 1.09% | 0.21% |
Top 25 of 300 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 35 | $30.3M | 0.55% |
| High net worth individuals | 290 | $5.1B | 92.9% |
| Charitable organizations | 19 | $176M | 3.2% |
| Corporations and other businesses | 5 | $91.3M | 1.66% |
| Other | 33 | $92.9M | 1.69% |
People (21)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Scott Keevins | Chief Investment Officer And Managing Director | Apr 2015 (11y) | Less than 5% | |
| Gregg William George | Chief Legal Officer And Managing Director | Apr 2015 (11y) | Less than 5% | |
| Mitchell Abraham Prosk | Member And Senior Client Advisor | Apr 2015 (11y) | Less than 5% | |
| Nicholas Henry Kochanski | Chief Financial Officer And Managing Director | Apr 2015 (11y) | Less than 5% | |
| Donald Anthony Wright | Senior Client Advisor | May 2015 (11y) | Less than 5% | |
| Elizabeth Anne Watkins | Chief Compliance Officer, Chief Operating Officer | Oct 2019 (7y) | Less than 5% | |
| James Matthew Wood | Registered representative | May 2015 (11y) | ||
| Gary Patrick Gawryleski | Registered representative | May 2015 (11y) | ||
| Robert Terry Peterson | Registered representative | Jun 2018 (8y) | ||
| Christopher Blake Durham | Registered representative | Feb 2019 (7y) | ||
| Shanna M Venne | Registered representative | Aug 2020 (6y) | ||
| Eric R Schmitz | Registered representative | CFA | Dec 2020 (6y) | |
| Dustin James Wolk | Registered representative | CFP | Jul 2021 (5y) | |
| Jeffrey Todd Robbins | Registered representative | CFP | Sep 2022 (4y) | |
| Jennelle Brooke Vestal | Registered representative | Dec 2023 (3y) | ||
| Blake Robert Karls | Registered representative | CFA | Jan 2024 (3y) | |
| Christopher Michael Jauch | Registered representative | Jan 2025 (2y) | ||
| Benjamin K Zwief | Registered representative | Jun 2025 (1y) | ||
| Sanders E Dargan | Registered representative | Jun 2025 (1y) | ||
| Andrew Scott Krei | Registered representative | CFA | Jan 2026 (1y) | |
| Luke Mathew Harris | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Crescent Grove Holdings, Llc | Shareholder | Jun 2015 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $5.4B (98% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗