Charles Crouch has been Managing Member and Chief Compliance Officer of Agp Franklin since May 2024, is a control person of the firm and directly owns between 50% and 75% of it. Charles Crouch holds a Degree in Business Administration from Lipscomb University.
Agp Franklin, LLC is a Franklin, TN firm with $247M under management, 456 clients and 3 advisers across 2 offices, as of its April 2026 filing.
Dave Crouch founded Aspen Grove Asset Management in Franklin, Tennessee, in 2007, having started his career with J.C. Bradford in Nashville in 1990. He joined Franklin National Bank in 1999 as a Registered Investment Advisor Representative and worked with PrimeTrust Bank from 2003 to 2007. He has served as an alderman for the City of Franklin.
Charles Crouch’s longest registration was 15 years at Raymond James Financial Services Advisors, Inc (2009–2024). Before joining Agp Franklin in 2024, Charles Crouch was registered through Raymond James Financial Services Advisors, Inc and Raymond James Financial Services.
- Raymond James Financial Services Advisors, Inc– · 15 yearsFranklin, TN · Adviser representative · Firm CRD 149018
- Raymond James Financial Services– · 4 yearsFranklin, TN · Adviser representative · Firm CRD 6694
Investment adviser representative registrations
Charles Crouch is registered as an investment adviser representative in Tennessee, since October 2024.
- TennesseeSince 1 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 51 | Municipal Fund Securities Principal Examination | 30 November 2007 |
| Series 24 | General Securities Principal Examination | 29 August 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 November 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 April 1991 |
| Series 7 | General Securities Representative Examination | 22 April 1991 |
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Charles David Crouch
- CRD
- 2122991
- Firm
- Agp Franklin · CRD 331699
- Role
- Managing Member and Chief Compliance Officer
- Office
- 3326 ASPEN GROVE DRIVE, SUITE 602, Franklin, TN 37067
- Registration
- Investment adviser registration
- In the industry since
- April 1991
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aspengroveassetmanagement.com
Where does Charles Crouch work?
Charles Crouch has been Managing Member and Chief Compliance Officer of Agp Franklin, LLC since May 2024, and is a control person of the firm.
Is Charles Crouch a financial advisor?
Yes. Charles Crouch has a current investment-adviser registration in Tennessee, through Agp Franklin since October 2024.
How many years of experience does Charles Crouch have?
Charles Crouch has 35 years in the financial industry, since April 1991, across 3 adviser firms.
What exams has Charles Crouch passed?
Charles Crouch has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 24 and Series 51. The earliest, the Series 7, was passed in April 1991. FINRA credited Charles Crouch with the SIE, which began in October 2018.
Where did Charles Crouch work before Agp Franklin?
Before Agp Franklin, Charles Crouch was registered through Raymond James Financial Services, March 2004 to January 2009.
Where is Charles Crouch based?
Charles Crouch’s registered office is in Franklin, TN.
Is Charles Crouch registered with FINRA?
No. Charles Crouch has no current broker registration.
How can I verify Charles Crouch’s record?
Search CRD 2122991 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Crouch’s full registration record.
