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David Hamilton Evaul

Investment adviser representative at Crescent Advisor Group, Inc.
31 yearsExperience
1 stateRegistered in
$344.4MFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

31 years in the industry.

  1. Crescent Advisor Group, Inc.Nov 2005 to now
  2. UsssaFeb 2005 to now
  3. 300 Resources, Inc.Jan 1995 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2005

State registrations

Registered as an investment adviser representative in 1 state (TX).

Crescent Advisor Group, Inc.

$344.4MAssets managed
228Clients
17Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5057822
Firm CRD
115974
Advisor's SEC record (opens in a new tab)
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