Crown Wealth Group LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 299732
- Registered since
- March 24, 2021
- Website
- crownwealthgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI82.24%
- Individuals14.51%
- Corporations / Businesses2.51%
- Pension & Profit Sharing Plans0.74%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Crown Wealth Group LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2021. It serves both individual/family and institutional clients and operates as a capital allocator, combining direct portfolio management and selection of outside managers. The firm offers financial planning, portfolio management for individuals and small businesses, and acts as an insurance broker. Its fee schedules include percentage-of-AUM arrangements, fixed fees and other fee structures. Crown does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds55%
- Exchange Traded Equities30%
- US Government Bonds10%
- Cash & Cash Equivalents5%
Owners & executives
3 of 3
Steven Lindgren
Partner, Chief Investment OfficerCRD 5561660
Tyler Kolbenschlag
Chief Operating Officer, Co-FounderCRD 6321347
Nicholas Kolbenschlag
Chief Executive Officer & Co-FounderCRD 5862034
Contacts
3 of 5
Douglas Coppola
Executive DirectorCRD 834198
Scott Drake
Managing DirectorCRD 7863343
Zachary O'brien
Managing DirectorCRD 5646164
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$297M in ETFs
26%
$77.6M
39%
$220M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $45.7M | 644,636 | 15.37% |
Location
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 2108 South Blvd
- Time zone
- ET (UTC-5)
- Office locations
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