Hedge Fund Database

CROWN WEALTH GROUP LLC

Adviser information for CROWN WEALTH GROUP LLC last updated from Form ADV on February 16th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location North Carolina, United States

Employees

Total Number of Employees 9
Investment Advisory/Research 7
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 7
Licensed Agents of an Insurance Company 4
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 898 $257.2M
Non-Discretionary 0 $0
Total 898 $257.2M

Clients

Type Number RAUM
Individuals 129 $51.2M
HNW Individuals 106 $203.9M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $2.1M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)ON-GOING FINANCIAL PLANNING/ PERSONAL CFO SERVICES
Compensation % of AUMFixed feesSELECTION OF OTHER ADVISERS
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-120589
SEC ERA File Number 801-120589
SEC CIK Numbers 1845698
SEC CRD Numbers 299732
Legal Entity Identifier None

Principal Office

2108 SOUTH BOULEVARD
UNIT 300
CHARLOTTE
NC
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: (704)360-3995, Fax: N/A

Websites

crownwealthgroup.com/ www.linkedin.com/company/crown-wealth-group-llc

Chief Compliance Officer

NICHOLAS M KOLBENSCHLAG
CHIEF EXECUTIVE OFFICER & CO-FOUNDER
2108 SOUTH BOULEVARD
UNIT 300
CHARLOTTE
NC
United States
Tel: (704)360-3995
Fax: N/A
(Full email address available in API data)

Regulatory Contact

TYLER J KOLBENSCHLAG
CHIEF OPERATING OFFICER & CO-FOUNDER
2108 SOUTH BOULEVARD
UNIT 300
CHARLOTTE
NC
United States
Tel: (704)360-3995
Fax: N/A
(Full email address available in API data)

Industry Affiliates

TYLER J KOLBENSCHLAG Real estate broker or dealer

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
KOLBENSCHLAG, TYLER, JOSEPH Individual – CHIEF OPERATING OFFICER & CO-FOUNDER 04/2018 25-50%
KOLBENSCHLAG, NICHOLAS, MARTIN Individual – CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDER 04/2018 25-50%
LINDGREN, STEVEN, QUINTON Individual – CHIEF INVESTMENT OFFICER AND PARTNER 03/2019 10-25%

No. Employees, Historic

1050202120222023202420257 on 2/22/20217 on 3/2/20217 on 3/3/20217 on 4/6/20217 on 4/7/20217 on 6/2/20216 on 7/22/20217 on 10/13/20217 on 11/24/20217 on 12/3/20217 on 1/4/20229 on 2/7/20229 on 2/28/20229 on 4/4/20229 on 5/31/202210 on 7/19/202210 on 10/12/202210 on 10/13/202210 on 12/8/202210 on 1/13/20239 on 2/3/20239 on 4/11/20239 on 4/28/20239 on 7/13/20239 on 9/15/20239 on 10/4/20239 on 1/16/20249 on 2/16/2024

RAUM, Historic

300M150M020212022202320242025101301542 on 2/22/2021101301542 on 3/2/2021101301542 on 3/3/2021111526652 on 4/6/2021111526652 on 4/7/2021111526652 on 6/2/2021111526652 on 7/22/2021111526652 on 10/13/2021111526652 on 11/24/2021111526652 on 12/3/2021111526652 on 1/4/2022111526652 on 2/7/2022144327948 on 2/28/2022202441997 on 4/4/2022202441997 on 5/31/2022202441997 on 7/19/2022202441997 on 10/12/2022202441997 on 10/13/2022202441997 on 12/8/2022202441997 on 1/13/2023187438697 on 2/3/2023203662600 on 4/11/2023203662600 on 4/28/2023203662600 on 7/13/2023203662600 on 9/15/2023203662600 on 10/4/2023257221862 on 1/16/2024257221862 on 2/16/2024

No. Clients, Historic

300150020212022202320242025163 on 2/22/2021163 on 3/2/2021163 on 3/3/2021164 on 4/6/2021164 on 4/7/2021164 on 6/2/2021164 on 7/22/2021164 on 10/13/2021164 on 11/24/2021164 on 12/3/2021164 on 1/4/2022164 on 2/7/2022189 on 2/28/2022232 on 4/4/2022232 on 5/31/2022232 on 7/19/2022232 on 10/12/2022232 on 10/13/2022232 on 12/8/2022232 on 1/13/2023229 on 2/3/2023233 on 4/11/2023233 on 4/28/2023233 on 7/13/2023233 on 9/15/2023233 on 10/4/2023237 on 1/16/2024237 on 2/16/2024

Holdings

From latest 13F, filed July 26th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 230K 2K –
ABBVIE INC COM 335K 2K –
ADOBE INC COM 709K 1K –
ALPHABET INC CAP STK CL A 3M 19K –
ALPHABET INC CAP STK CL C 1M 6K –
AMAZON COM INC COM 4M 18K –
AMGEN INC COM 262K 840 –
APPLE INC COM 6M 29K –
APPLIED MATLS INC COM 206K 875 –
ARISTA NETWORKS INC COM 267K 761 –
ARM HOLDINGS PLC SPONSORED ADS 393K 2K –
ASML HOLDING N V N Y REGISTRY SHS 318K 311 –
BANK AMERICA CORP COM 224K 6K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 1M 4K –
BROADCOM INC COM 820K 511 –
CATERPILLAR INC COM 284K 854 –
CHEVRON CORP NEW COM 344K 2K –
CHUBB LIMITED COM 339K 1K –
COLUMBIA FINL INC COM 232K 16K –
COSTCO WHSL CORP NEW COM 903K 1K –
CROWDSTRIKE HLDGS INC CL A 457K 1K –
DIMENSIONAL ETF TRUST CORE FIXED INCOM 2M 60K –
DIMENSIONAL ETF TRUST US HIGH PROFITAB 6M 202K –
DIMENSIONAL ETF TRUST US EQUITY ETF 22M 377K –
EATON CORP PLC SHS 237K 755 –
ELI LILLY & CO COM 3M 3K –
ENERGY SVCS ACQUISITION CORP COM 114K 16K –
EXXON MOBIL CORP COM 713K 6K –
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 3M 59K –
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 363K 2K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 220K 6K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT E 515K 16K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 208K 6K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 404K 11K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 649K 19K –
HOME DEPOT INC COM 392K 1K –
HONEYWELL INTL INC COM 284K 1K –
ILLINOIS TOOL WKS INC COM 207K 874 –
INNOVATOR ETFS TRUST US EQTY PWR BUF 730K 20K –
INNOVATOR ETFS TRUST DEFINED WLT SHLD 8M 275K –
INNOVATOR ETFS TRUST GRWT100 PWR BF 2M 41K –
INNOVATOR ETFS TRUST EQUITY DEFINED 1M 45K –
INNOVATOR ETFS TRUST US SML CP PWR B 683K 25K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 453K 12K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 1M 29K –
INNOVATOR ETFS TRUST US EQTY PWR BF 632K 17K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 509K 15K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 205K 5K –
INNOVATOR ETFS TRUST US EQTY BUFR JAN 15M 326K –
INNOVATOR ETFS TRUST INTERNATIONAL DE 315K 12K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 225K 6K –
INTEL CORP COM 209K 7K –
INTUIT COM 258K 392 –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 238K 1K –
INVESCO QQQ TR UNIT SER 1 388K 810 –
IRON MTN INC DEL COM 391K 4K –
ISHARES TR 0-3 MNTH TREASRY 1M 12K –
ISHARES TR CORE S&P500 ETF 3M 5K –
ISHARES TR U.S. TECH ETF 7M 46K –
ISHARES TR ESG AWR MSCI USA 1M 10K –
ISHARES TR MSCI USA QLT FCT 10M 58K –
JACOBS SOLUTIONS INC COM 379K 3K –
JOHNSON & JOHNSON COM 294K 2K –
JPMORGAN CHASE & CO. COM 875K 4K –
LOWES COS INC COM 232K 1K –
MASTERCARD INCORPORATED CL A 337K 763 –
MERCK & CO INC COM 664K 5K –
META PLATFORMS INC CL A 1M 2K –
MICROSOFT CORP COM 10M 22K –
NETFLIX INC COM 882K 1K –
NOVO-NORDISK A S ADR 282K 2K –
NVIDIA CORPORATION COM 8M 64K –
PALO ALTO NETWORKS INC COM 233K 687 –
PIMCO ETF TR INTER MUN BD ACT 388K 7K –
PIMCO ETF TR ENHAN SHRT MA AC 1M 14K –
PIMCO ETF TR MUNI INCOME OPP 565K 12K –
PROCTER AND GAMBLE CO COM 440K 3K –
QUALCOMM INC COM 257K 1K –
RBB FD INC US TREAS 3 MNTH 1M 23K –
SALESFORCE INC COM 1M 6K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 295K 2K –
SELECT SECTOR SPDR TR SBI INT-UTILS 316K 5K –
SERVICENOW INC COM 335K 426 –
SHERWIN WILLIAMS CO COM 269K 903 –
SPDR INDEX SHS FDS EURO STOXX 50 645K 13K –
SPDR S&P 500 ETF TR TR UNIT 744K 1K –
SPDR SER TR PORTFOLIO S&P500 28M 437K –
SPOTIFY TECHNOLOGY S A SHS 2M 5K –
SPROTT PHYSICAL GOLD & SILVE TR UNIT 205K 9K –
SPROTT PHYSICAL GOLD TR UNIT 193K 11K –
SPROTT PHYSICAL SILVER TR TR UNIT 354K 36K –
TESLA INC COM 824K 4K –
THE CIGNA GROUP COM 221K 668 –
THE TRADE DESK INC COM CL A 268K 3K –
UNITEDHEALTH GROUP INC COM 352K 692 –
VANECK ETF TRUST SEMICONDUCTR ETF 4M 17K –
VANGUARD INDEX FDS GROWTH ETF 2M 5K –
VANGUARD INDEX FDS S&P 500 ETF SHS 342K 684 –
VANGUARD WORLD FD MEGA GRWTH IND 1M 4K –
VANGUARD WORLD FD INF TECH ETF 271K 470 –
VANGUARD WORLD FD COMM SRVC ETF 6M 42K –
VISA INC COM CL A 893K 3K –
WALMART INC COM 367K 5K –
WELLS FARGO CO NEW COM 387K 7K –
WISDOMTREE TR INDIA ERNGS FD 3M 60K –