Crown Wealth Group LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 299732
- Registered since
- March 24, 2021
- Website
- crownwealthgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI82.24%
- Individuals14.51%
- Corporations / Businesses2.51%
- Pension & Profit Sharing Plans0.74%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Crown Wealth Group LLC is an independent, SEC‑registered registered investment adviser formed as an LLC in 2021 and owned by an individual. The firm serves both individual/family and institutional clients and acts as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It also operates as an insurance broker and maintains an industry affiliation as a real estate broker. Fee arrangements include percentage of AUM, fixed fees and other structures. Crown is not identified as an active ESG investor and, per the available filing, is not designated as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities30%
- US Government Bonds10%
- Cash & Cash Equivalents5%
Owners & executives
3 of 3
Steven Lindgren
Partner, Chief Investment OfficerCRD 5561660
Tyler Kolbenschlag
Chief Operating Officer, Co-FounderCRD 6321347
Nicholas Kolbenschlag
Chief Executive Officer & Co-FounderCRD 5862034
Contacts
3 of 5
Douglas Coppola
Executive DirectorCRD 834198
Scott Drake
Managing DirectorCRD 7863343
Zachary O'brien
Managing DirectorCRD 5646164
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$351M in ETFs
25%
$86.9M
42%
$264M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $53.9M | 657,362 | 15.36% |
Location
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 2108 South Blvd
- Time zone
- ET (UTC-5)
- Office locations
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