← Directory
CROWN WEALTH GROUP LLC
CRD 299732File 801-120589
APPROVED
Retail clients
Filing as of Aug 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$502.4M
Above cohort median (national)
Discretionary AUM
$502.4M
Clients
254
1,040 accounts
Employees
10
Above cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 24, 2021
- Principal office
- 2108 SOUTH BOULEVARD, UNIT 300, CHARLOTTE, NC, 28203
- Phone
- (704) 360-3995
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $502.4M
- Discretionary AUM
- $502.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,040
- Non-discretionary accounts
- 0
- Total accounts
- 1,040
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $12.2M |
| Charitable organizations | Fewer than 5 | $450K |
| High net worth individuals | 117 | $416.2M |
| Pension and profit sharing plans | Fewer than 5 | $3.5M |
| Individuals (other than high net worth individuals) | 131 | $70.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — SELECTION OF OTHER ADVISERS
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 12, 2026 | Clients | 248 | 254 | increased by6 |
| Aug 12, 2026 | AUM | $437,507,251 | $502,353,310 | increased by$64,846,059 |
| Aug 12, 2026 | Accounts | 982 | 1,040 | increased by58 |
| Feb 1, 2026 | Employees | 11 | 10 | decreased by1 |
| Feb 1, 2026 | Clients | 231 | 248 | increased by17 |
| Feb 1, 2026 | AUM | $316,523,852 | $437,507,251 | increased by$120,983,399 |
| Feb 1, 2026 | Accounts | 949 | 982 | increased by33 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 11 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 232 | 231 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $202,441,997 | $316,523,852 | increased by$114,081,855 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 763 | 949 | increased by186 |
| Aug 1, 2022 | Employees | 9 | 10 | increased by1 |
| May 1, 2022 | Clients | 189 | 232 | increased by43 |
| May 1, 2022 | AUM | $144,327,948 | $202,441,997 | increased by$58,114,049 |
| May 1, 2022 | Accounts | 585 | 763 | increased by178 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CROWN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CROWN WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.