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CROWN OAK ADVISORS

CROWN OAK ADVISORS, LLC

CRD 309749 · SEC 801-128309

Visit website

CA, United States

Phone

510-244-4685

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$235.6M

Discretionary AUM

$235.6M

Team

2 total employees; 2 advisory reps; 1 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-10

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals24$7.5M
High net worth individuals30$228.1M

States served

CA, LA, UT

All web addresses on file

Official SEC filing: View on IAPD