DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C•••• M••••••••• A•••••••• L••
Latest filing Mar 27, 2026
First filing on the tape Jun 20, 2023 · 5 filings
SEC status approved since Jul 20, 2023
RAUM
$142M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$142M as of Mar 27, 2026
Mar 29, 2024$175M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 29, 20240 then
Employees (5.A)6 as of Mar 27, 2026
Mar 29, 20244 then
Private funds1 as of Mar 27, 2026
Mar 29, 20241 then
RAUM +3.6% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $142MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +3.6%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $142M, 1 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$142M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $142M for 1 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•• C•••• C•••••• F•••• L•• | Hedge Fund | $175M | 70 | Jun 28, 2022 |
Owners and control persons
Schedule A and B, latest filing
- G•••••• C••••••••• T••• · Ceo, Cco & Ciocontrolsince 03/2023 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 3 to 4Apr 11, 2025 to Mar 27, 2026
- Assets in custody · $137M to $142MApr 11, 2025 to Mar 27, 2026
- Discretionary RAUM · $137M to $142MApr 11, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $137M to $142MApr 11, 2025 to Mar 27, 2026
- RAUM · $137M to $142MApr 11, 2025 to Mar 27, 2026
- Advisory employees · 2 to 3Mar 29, 2024 to Apr 11, 2025
- Assets in custody · $156M to $137MMar 29, 2024 to Apr 11, 2025
- Employees · 4 to 6Mar 29, 2024 to Apr 11, 2025
- Financial planning clients · unset to Mar 29, 2024 to Apr 11, 2025
- Discretionary RAUM · $175M to $137MMar 29, 2024 to Apr 11, 2025
- Pooled vehicle RAUM · $175M to $137MMar 29, 2024 to Apr 11, 2025
- RAUM · $175M to $137MMar 29, 2024 to Apr 11, 2025
- Advisory employees · 1 to 2Jul 28, 2023 to Mar 29, 2024
- Employees · 7 to 4Jul 28, 2023 to Mar 29, 2024
- Discretionary RAUM · $156M to $175MJul 28, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $156M to $175MJul 28, 2023 to Mar 29, 2024
- RAUM · $156M to $175MJul 28, 2023 to Mar 29, 2024
- Private funds · 2 to 1Jun 20, 2023 to Jul 28, 2023
Signals
2 dated events
- Marie Deloris Terry (Chief Compliance Officer) no longer on Schedule A of C•••• M••••••••• A•••••••• L•• (listed 2023-06-20, absent 2023-07-28)Jul 28, 2023 · Control person left · inference
- C•••• M••••••••• A•••••••• L•• filed its initial SEC registration (Form ADV)Jun 20, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/crowncapitalinvreportedpublic record, Form ADV, Sep 18, 2026
- Website
- crown-inv.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 404-389-9045reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026