Crown Oak Advisors, LLC
● SEC registered since 2023CRD 309749SEC# 801-128309
Reg. AUM
$235.6M
Employees
2
Accounts
73
Location
—
Crown Oak Advisors, LLC assets under management
Crown Oak Advisors, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2023. It reports $235.6 million in regulatory assets under management and employs 2 people.
Crown Oak Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Warren Dodds Control | Co-Founder And Managing Member | 50-75% | 2020 |
| Christopher Vincent Dodds Control | Chief Compliance Officer, Co-Founder And Managing Member | 50-75% | 2020 |
Frequently asked questions
How much does Crown Oak Advisors, LLC manage?
Crown Oak Advisors, LLC reports $235.6 million in regulatory assets under management on its Form ADV.
How many employees does Crown Oak Advisors, LLC have?
Crown Oak Advisors, LLC reports 2 employees.
Does Crown Oak Advisors, LLC disclose fund performance?
Crown Oak Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 510-244-4685 |
| Office hours | 7 a.m. - 5 p.m. Pst |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$235.6M▲ 7%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$235.6Mregulatory AUM
Discretionary $235.6M