Overview
Assets Under Management: $220 million
High-Net-Worth Clients: 29
Average Client Assets: $7 million
Frequently Asked Questions
CROWN OAK ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309749), CROWN OAK ADVISORS, LLC is subject to fiduciary duty under federal law.
CROWN OAK ADVISORS, LLC serves 29 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, CROWN OAK ADVISORS, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
CROWN OAK ADVISORS, LLC manages $220 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, CROWN OAK ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.85
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 65
Discretionary Accounts: 65
Regulatory Filings
CRD Number: 309749
Last Filing Date: 2025-02-26 00:00:00
Website: https://crownoakadvisors.com