# Crown Wealth Group LLC

> Crown Wealth Group LLC is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 10, 2026.

- CRD: 299732
- Filed as: CROWN WEALTH GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: August 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299732
- AdvisorCensus page: https://advisorcensus.com/firm/crown-wealth-group-llc-charlotte-nc-299732

## Quick answers

**How is Crown Wealth Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Crown Wealth Group LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**How much does Crown Wealth Group LLC charge?**
Its Form ADV Part 2A brochure dated August 10, 2026 states: Flat fee: $500 to $10,000 (creating client financial plans); Flat fee: $1,000 to $5,000 (estate planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Crown Wealth Group LLC located?**
Crown Wealth Group LLC's principal office is in Charlotte, NC, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Crown Wealth Group LLC registered with the SEC or a state?**
Crown Wealth Group LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 299732.

**How much does Crown Wealth Group LLC manage?**
Crown Wealth Group LLC reports $502,353,310 in regulatory assets under management in its Form ADV filing dated August 10, 2026 (100% discretionary).

**How have Crown Wealth Group LLC's assets and staff changed since 2021?**
In the Form ADV data for Crown Wealth Group LLC: Regulatory assets under management: $111,526,652 in the October 2021 data and $502,353,310 in the October 2026 data, up 350%. Total employees: 6 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Crown Wealth Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (131); high net worth individuals (117); corporations or other businesses not listed above (3).

**Which custodians does Crown Wealth Group LLC use?**
Crown Wealth Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Crown Wealth Group LLC 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/299732

**Does Crown Wealth Group LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 10, 2026 says: "There is no account minimum for any of CWG’s services."

**What changed in Crown Wealth Group LLC's recent Form ADV filings?**
In the September 2026 filing data: Regulatory assets under management went from $437,507,251 to $502,353,310 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated August 10, 2026)

- Account minimum: None

> There is no account minimum for any of CWG’s services.

- Flat fee: $500 to $10,000 (creating client financial plans)

> The negotiated one-time fixed rate for creating client financial plans is between $500 and $10,000.

- Flat fee: $1,000 to $5,000 (estate planning services)

> CWG charges a one-time negotiable estate planning fee between $1,000 and $5,000.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $502,353,310
- Discretionary: $502,353,310
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 131 | $70,000,000 |
| High net worth individuals | 117 | $416,188,144 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $3,469,550 |
| Charitable organizations | 1 | $450,247 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $12,245,369 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 10 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, GA, LA, NC, NH, NJ, NM, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Advance, NC

### Websites listed on Form ADV (Item 1.I)
- crownwealthgroup.com
- Facebook facebook.com
- Instagram @crownwealthathletes
- Instagram @crownwealthgroup
- LinkedIn @crown-wealth-group-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $111,526,652 | 6 | July 22, 2021 |
| October 2022 | $202,441,997 | 10 | July 19, 2022 |
| October 2023 | $203,662,600 | 9 | October 4, 2023 |
| October 2024 | $302,274,228 | 10 | September 26, 2024 |
| October 2025 | $316,523,852 | 11 | June 5, 2025 |
| October 2026 | $502,353,310 | 10 | August 10, 2026 |

Regulatory assets under management: $111,526,652 in the October 2021 data and $502,353,310 in the October 2026 data, up 350%.
Total employees: 6 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Regulatory assets under management went from $437,507,251 to $502,353,310 (+15%).

### February 2026
- Regulatory assets under management went from $316,523,852 to $437,507,251 (+38%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crown Wealth Group LLC (CRD 299732): Form ADV filing data as of October 2026.