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Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
230 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$283.0M
Fee Structure
This brochure supplement provides information about David Evaul and supplements the Crescent Advisor Group, Inc. brochure. Please refer to the Crescent Advisor Group, Inc. brochure for fee information.
Areas of Practice
Investment Management
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Advisor Information
Office location
4975 Preston Park Blvd., Suite 820, Plano, TX, 75093
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2018Settled
Other Business Activities
Charles is a managing member of Integrity Capital Advisory LLC and Medico PS, LLC, and a partner at Hast Financial Group. He is also a registered representative for Realta Equities, Inc. and an IAR for Crescent Advisors Group.
Employment History
Current Registrations
Crescent Advisor Group, INC.
July 2023 - Present · 2 yrs 6 mos
Realta Equities, INC.Broker
July 2023 - Present · 2 yrs 6 mos
Realta Equities, INC.
July 2023 - Present · 2 yrs 6 mos
Previous Registrations
Titan Securities
April 2019 - June 2023 · 4 yrs 2 mos
Titan SecuritiesBroker
July 2011 - June 2023 · 11 yrs 11 mos
Tpeg Securities, LLCBroker
June 2011 - July 2011 · 1 mo
State Registrations12 states
AZCACODEFLILMIMOOHTNTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.