This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$502MItem 5.F on the latest filing (2026-08-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$502M

Private client RAUM

$486MderivedItem 5.D individuals plus high net worth individuals

Private client share

97%derivedprivate client RAUM over total RAUM

Advisors on IAPD

8

RAUM per advisor

$62.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

10

Advisory employees

8

Offices

4Schedule D 1.F, beyond the principal office

Accounts

1,040

Individual clients

131

High net worth clients

117

SEC number

801-120589

CRD

299732

Filings on the tape

40

First filed

Feb 22, 2021

Latest filed

Aug 10, 2026

Organised

Limited Liability Company, NC

Website

crownwealthgroup.com

• Occurred

  Jan 28, 2026
  Regulatory AUM changed

  Crown Wealth Group Llc reported RAUM $437.5M, up 38% from $316.5M (2025-08-26 to 2026-01-28)

  Form ADVobserved 5 days ago
  $121M
• Occurred

  Feb 22, 2021
  First Form ADV filing

  Crown Wealth Group Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:47934aa2-24ab-8fc0-0c63-db790e8b730f

First observed

Feb 22, 2021

Last observed

Aug 10, 2026 42 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.