Crown Oak Advisors
Firm details
- Headquarters
- ,
- CRD number
- 309749
- Registered since
- July 12, 2023
- Website
- www.crownoakadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI96.8%
- Individuals3.2%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Crown Oak Advisors is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is registered with the SEC (registered in 2023) and advises primarily individual and family clients. Its advisory services emphasize portfolio management for individuals and small businesses, and it also manages portfolios for businesses or institutional clients. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The firm reports a preference for equity-oriented investing and does not identify as an active ESG investor or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Contacts
2 of 2
Andrew Dodds
Co-Founder & Managing MemberCRD 6349266
Christopher Dodds
Co-Founder & Managing MemberCRD 1596630
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$2.7M in ETFs
100%
$2.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES PREFERRED AND INCOME SECURITIES ETF (PFF) | BlackRock | Passive | Preferred Stock | $2.7M | 92,032 | 100.00% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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