Crown Wealth Group LLC
● SEC registered since 2021CRD 299732SEC# 801-120589Charlotte, NC
Reg. AUM
$437.5M
Employees
10
Accounts
982
Location
Charlotte, NC
Crown Wealth Group LLC assets under management
Crown Wealth Group LLC is an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2021. It reports $437.5 million in regulatory assets under management and employs 10 people.
Crown Wealth Group LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nicholas Martin Kolbenschlag Control | Chief Compliance Officer, Chief Executive Officer & Co-Founder | 25-50% | 2018 |
| Steven Quinton Lindgren | Chief Investment Officer And Partner | 10-25% | 2019 |
| Tyler Joseph Kolbenschlag Control | Chief Operating Officer & Co-Founder | 25-50% | 2018 |
Frequently asked questions
How much does Crown Wealth Group LLC manage?
Crown Wealth Group LLC reports $437.5 million in regulatory assets under management on its Form ADV.
How many employees does Crown Wealth Group LLC have?
Crown Wealth Group LLC reports 10 employees.
Where is Crown Wealth Group LLC located?
Crown Wealth Group LLC is based in Charlotte, NC and has been SEC-registered since 2021.
Does Crown Wealth Group LLC disclose fund performance?
Crown Wealth Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2108 South Boulevard, Unit 300, Charlotte, NC 28203 |
| Phone | (704)360-3995 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$437.5M▲ 45%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$437.5Mregulatory AUM
Discretionary $437.5M