Crownstone Advisory & Investment Corp

Overview

Crownstone Advisory & Investment Corp. is an independent registered investment adviser organized as a corporation and listed as SEC-registered in 2026. The firm serves primarily an institutional client base while also offering portfolio management services for individuals, small businesses, and other business or institutional clients. Its fee model is based on a percentage of assets under management, and it does not act as a capital allocator. The firm is not an active ESG investor and is not designated as a multi-state adviser. Industry affiliation is reported with a law firm, which may reflect ownership, a key client relationship, or another formal connection between Crownstone and legal services. Crownstone provides advisory services on a non-discretionary basis according to its regulatory profile.

Assets & Accounts