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

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$142MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$142M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

6

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1

Private funds

1Schedule D 7.B(1)

Custody, client assets

$142M

SEC number

801-128372

CRD

326369

Filings on the tape

5

First filed

Jun 20, 2023

Latest filed

Mar 27, 2026

Organised

Limited Liability Company, FL

• Occurred

  Jul 28, 2023
  Control person left

  Marie Deloris Terry (Chief Compliance Officer) no longer on Schedule A of Crown Management Advisors, Llc (listed 2023-06-20, absent 2023-07-28)

  Form ADVobserved 5 days ago
• Occurred

  Jun 20, 2023
  First Form ADV filing

  Crown Management Advisors, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b435c8d9-7997-74c9-a496-67a52a9cf0cf

First observed

Jun 20, 2023

Last observed

Mar 27, 2026 5 months 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.