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R.N. Croft Financial Group Inc. (Toronto, Ontario)


R.N. Croft Financial Group Inc. is a large advisory firm based in Toronto, Ontario. It manages $225 million of regulatory assets for 300 client accounts. It has been registered with the SEC as an adviser since 2002.

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R.N. Croft Financial Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for investment companies. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

R.N. Croft Financial Group: assets under management

The assets under management (AUM) of R.N. Croft Financial Group Inc. is $225 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $225 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $750 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay R.N. Croft Financial Group Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Toronto, Ontario

The principal office where R.N. Croft Financial Group Inc. performs its advisory services is located at 1315 Lawrence Avenue East, Toronto, Ontario, M3 A 3 R3, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 416-752-7991 or by fax 416-752-4895. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at www.croftgroup.com.


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