# Crown Advisors Management, Inc.

> Crown Advisors Management, Inc. is an SEC-registered investment advisory firm in Larkspur, CA, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 109720
- Filed as: CROWN ADVISORS MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Larkspur, CA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109720
- AdvisorCensus page: https://advisorcensus.com/firm/crown-advisors-management-inc-larkspur-ca-109720

## Quick answers

**How is Crown Advisors Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Crown Advisors Management, Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Crown Advisors Management, Inc. charge?**
Its Form ADV Part 2A brochure dated March 18, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Crown Advisors Management, Inc. located?**
Crown Advisors Management, Inc.'s principal office is in Larkspur, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Crown Advisors Management, Inc. registered with the SEC or a state?**
Crown Advisors Management, Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 109720.

**How much does Crown Advisors Management, Inc. manage?**
Crown Advisors Management, Inc. reports $197,759,721 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Crown Advisors Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Crown Advisors Management, Inc.: Regulatory assets under management: $202,015,779 in the October 2021 data and $197,759,721 in the October 2026 data, down 2%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Crown Advisors Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Crown Advisors Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109720

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Asset-based fee: 1% of assets a year

> Crown charges the Fund an annual fee of 1.0% of assets under management, which amount is payable in quarterly installments at the end of each calendar quarter

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $197,759,721
- Discretionary: $197,759,721
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $197,759,721 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Dallas, TX

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $202,015,779 | 3 | March 19, 2021 |
| October 2022 | $240,320,394 | 3 | March 25, 2022 |
| October 2023 | $196,684,970 | 3 | March 27, 2023 |
| October 2024 | $203,577,082 | 2 | March 28, 2024 |
| October 2025 | $213,304,897 | 2 | March 17, 2025 |
| October 2026 | $197,759,721 | 2 | March 18, 2026 |

Regulatory assets under management: $202,015,779 in the October 2021 data and $197,759,721 in the October 2026 data, down 2%.
Total employees: 3 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crown Advisors Management, Inc. (CRD 109720): Form ADV filing data as of October 2026.