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 organized as an LLC and operating as a capital allocator for both individuals/families and institutional clients. The firm offers fee-based financial planning, discretionary portfolio management for individuals and small businesses, and manager selection services. It also functions as an insurance broker. Crown Wealth Group began SEC registration in 2021, charges AUM-based and fixed fees (among other fee arrangements), and does not self-identify as an active ESG investor or a multi-state adviser.
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 3STEVEN 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 5DOUGLAS 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
Similar firms
COLLWICK FUNDS GP, LLC
RIACharlotte, NC
IP FINANCIAL ADVISORY SERVICES LLC
RIACharlotte, NC
CORNERSTONE WEALTH PLANNING
RIACharlotte, NC
EASTOVER CAPITAL MANAGEMENT
RIACharlotte, NC
DAVIS INVESTMENT PARTNERS, LLC
RIACharlotte, NC
QUANTITATIVE PROCESS, LLC
RIACharlotte, NC