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| Crown Wealth Group LLC
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|---|---|
| CRD # | 299732 |
| SEC # | 801-120589 |
| CIK # | 0001845698 |
| AUM | 437.5 M (2026-01-28) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 704-360-3995 |
| Address | 2108 South Boulevard Charlotte, NC 28203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.9 | ||
| Nvidia Corp | 8.6 | ||
| Apple Inc | 8.3 | ||
| Alphabet Inc | 5.8 | ||
| Amazon Com Inc | 4.9 | ||
| iShares Comex Gold Trust | 3.8 | ||
| Lilly Eli & Co | 2.9 | ||
| Legacy Housing Corp | 2.7 | ||
| Facebook Inc | 2.6 | ||
| Alphabet Inc | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 128 | 63.5 |
| (b) Individuals (high net worth individuals) | 115 | 359.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 3.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 11.0 |
| (n) Other | 0 | 0.0 |
| Total | 982 | 437.5 |
| By Discretionary | ||
| Discretionary | 982 | 437.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 982 | 437.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 435.8 | |
| Total | 982 | 437.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001845698] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Storen Legacy Partners LLC
✚
|
IN | 438.3 M |
|
Schulz Wealth Ltd
✚
|
TX | 438.1 M |
|
Access Financial Services Inc
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|
MN | 437.8 M |
|
Lloyd Advisory Services LLC
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GA | 437.6 M |
|
Note Advisors LLC
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|
NY | 437.0 M |
|
Herbert J SIMS Capital Management Inc
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|
CT | 436.9 M |
|
Peachtree Wealth Advisors Inc
✚
|
GA | 436.8 M |
|
PFG Investments LLC
✚
|
OR | 436.8 M |
|
Ndure Global LLC
✚
|
436.7 M | |
|
Blueprint Investing LLC
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|
CA | 436.3 M |