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
- HNWI82.85%
- Individuals13.93%
- Corporations / Businesses2.44%
- Pension & Profit Sharing Plans0.69%
- Charitable Organizations0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Crown Wealth Group LLC is an independent, SEC-registered registered investment adviser (SEC registered in 2021) that serves high-net-worth individuals, families and institutional clients. The firm operates as a capital allocator and combines portfolio management, financial planning and selection of outside advisers with insurance brokerage capabilities. Its fee arrangements include percentage-of-AUM billing alongside fixed fees and other fee types. Crown reports it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Nicholas Kolbenschlag
Chief Executive Officer & Co-FounderCRD 5862034
Tyler Kolbenschlag
Chief Operating Officer, Co-FounderCRD 6321347
Steven Lindgren
Partner, Chief Investment OfficerCRD 5561660
Contacts
3 of 5
Zachary O'brien
Managing DirectorCRD 5646164
Douglas Coppola
Executive DirectorCRD 834198
Sean Casullo
Senior Wealth PlannerCRD 7403983
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$373M in ETFs
25%
$93.7M
41%
$280M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $55.4M | 666,922 | 14.83% |
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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