Overview
- Total Firm Assets
- $236 million
- Average High-Net-Worth Client Portfolio Size
- $7.6 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: DISCLOSURE BROCHURE FOR CROWN OAK ADVISORS, LLC (2026-02-10) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $5,000,000 | 0.60% |
| $5,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $6,000 | 0.60% |
| $5 million | $30,000 | 0.60% |
| $10 million | $55,000 | 0.55% |
| $50 million | $255,000 | 0.51% |
| $100 million | $505,000 | 0.50% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 96.80%
- Number of High-Net-Worth Clients
- 30
- Total Client Accounts
- 73
- Discretionary Accounts
- 73
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 309749
- DISCLOSURE BROCHURE FOR CROWN OAK ADVISORS, LLC (2026-02-10) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗