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

$198MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$198M

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

1

RAUM per advisor

$198Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

1

Offices

1Schedule D 1.F, beyond the principal office

Accounts

1

Private funds

1Schedule D 7.B(1)

Custody, client assets

$198M

SEC number

801-89172

CRD

109720

Filings on the tape

16

First filed

Apr 2, 2015

Latest filed

Mar 18, 2026

Organised

Corporation, TX

• Occurred

  Apr 2, 2015
  First Form ADV filing

  Crown Capital Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f0cddc99-2b3b-ec1b-dbde-639479396d30

First observed

Apr 2, 2015

Last observed

Mar 18, 2026 6 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.