Crescent Securities Group

Crescent Securities Group, Inc. is a full-service broker-dealer registered with the SEC and a member of FINRA and SIPC. Founded in 2001 and based in Dallas, the firm provides brokerage services and capital-markets support. Form CRS materials describe a brokerage relationship in which clients may select investments or receive recommendations, with the investment decision remaining the client’s. CSG states that it provides brokerage accounts rather than investment-advisory accounts.

CSG offers managing broker-dealer services for publicly registered and private placement offerings, including subscription processing, selling-group commission distribution, review of third-party diligence and offering documents, marketing-material FINRA filings, and escrow coordination. Offering consulting listed on the site includes BDC, interval fund, REIT, Regulation A+, and Regulation D structures, plus distribution-channel development for broker-dealers, national accounts, and institutions. The firm also lists corporate-structure consulting around policies, fund reporting, and financial modeling.

This directory profile covers Crescent’s broker-dealer and managing-broker-dealer platform for sponsors and investors in packaged alternative and registered offerings.