BS
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
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.
Learn about disclosures →Other Business Activities
Brook is a Managing Partner at White Oak Capital Holdings, Inc., involved in commercial real estate lending since January 2021. This investment-related activity takes nearly full-time hours, mostly during trading hours, and involves investment consulting.
Employment History
Current Registrations
Crescent Advisor Group, INC.
February 2024 - Present · 1 yr 11 mos
Previous Registrations
St. John & Associates, INC.
August 2021 - March 2022 · 7 mos
Crescent Wealth Advisory, LLC
November 2020 - November 2021 · 1 yr
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.