CROWN MANAGEMENT ADVISORS, LLC

RIASEC RegisteredEst. 2023
Total AUM
$142M
Discretionary
$142M
100% of AUM
Avg account
$142M
Accounts
1
Employees
6
Advisory reps
1

Firm details

Headquarters
Atlanta, Georgia
CRD number
326369
Registered since
July 20, 2023
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Crown Management Advisors, LLC is an SEC‑registered investment adviser organized as a limited liability company. The firm is classified as a hedge fund manager and lists institutional investors as its client base. Its stated advisory activity centers on portfolio management for pooled investment vehicles, and compensation is charged as a percentage of assets under management. Crown Management Advisors does not present itself as an active ESG investor, is not flagged as a multi‑state adviser, and is identified as owned by an individual.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • CHRISTOPHER GRAHAM

    Chief Executive OfficerCRD 6432353

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
3060 Peachtree Rd NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth