CROWNSTONE ADVISORY & INVESTMENT CORP
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 339959
- Registered since
- May 21, 2026
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Crownstone Advisory & Investment Corp. is a newly formed corporate adviser that registered with the SEC in 2026. The firm describes its core advisory activity as discretionary portfolio management for both individuals/small businesses and for business or institutional clients. It charges clients on a percentage-of-assets-under-management basis and is reported not to operate as a capital allocator or as an active ESG investor. Ownership is listed as a domestic entity and individual, and the firm is classified as unclassified in the snapshot data. The adviser is not identified as a pension consultant or a related adviser. The firm also lists an industry affiliation with a law firm.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Courtnie Russell
CRD 8254485
MICHAEL WELCHER
Co-Managing PartnerCRD 3076650
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3355 Lenox Rd NE
- Time zone
- ET (UTC-5)
- Office locations
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