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They include 870 high-net-worth individuals, 236 individual clients, and 15 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 11 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Crestwood Advisors Group offer?","answer":"Crestwood Advisors Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Crestwood Advisors Group use?","answer":"Crestwood Advisors Group’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $6.22B and Charles Schwab & Co., Inc. (New York, NY), with $1.31B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Crestwood Advisors Group have?","answer":"Crestwood Advisors Group has 39 investment adviser representatives registered with state securities authorities, out of 64 employees, and 56 perform investment advisory functions. 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The 3% other category is described as: Bond Funds, Specialty Mutual Funds & SCS Private Equity.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Crestwood Advisors Group?","answer":"Crestwood Advisors Group is owned through a chain of holding companies by Ferdinand FFP Parent, Inc., CD&R Ferdinand Co-Investor, L.P. and Clayton Dubilier & Rice Fund Xii, L.P. Its direct owner is Focus Operating, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 11 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Crestwood Advisors Group get paid?","answer":"Crestwood Advisors Group is paid through a percentage of assets under management and fixed fees. 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