CROWN WEALTH GROUP LLC

CRD 299732File 801-120589

APPROVED

Retail clients

Filing as of Aug 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$502.4M

Above cohort median (national)

Discretionary AUM

$502.4M

Clients

254

1,040 accounts

Employees

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
Website: https://crownwealthgroup.com/

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.