Robert Crouch
Crouch Investment Group · Port Charlotte, Florida
Robert Crouch is a fee-only financial advisor at Crouch Investment Group in Port Charlotte, Florida, who holds the CFP credential. Crouch Investment Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Crouch Investment Group |
|---|---|
| Based in | Port Charlotte, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $11.5M across 12 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, FL, TN · CRD 2879463 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Robert's firm compares
- Crouch Investment Group's average account is about $958,000, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Robert
Is Robert Crouch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Crouch Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Crouch Investment Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Robert Crouch based?
Robert Crouch is based in Port Charlotte, Florida.
What credentials does Robert Crouch hold?
Robert Crouch holds the CFP credential.
Is Robert Crouch registered with the SEC?
Yes. Robert Crouch is registered as an investment adviser representative in CO, FL and TN (CRD 2879463), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Crouch Investment Group manage?
Crouch Investment Group reports $11.5M across 12 accounts in assets under management.
How do I contact Robert Crouch?
Contact details aren't on file yet. Search for Crouch Investment Group.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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