Crown Oak Advisors
Crown Oak Advisors is an SEC-registered ria with $235.6M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Crown Oak Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309749, SEC 801-128309, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $235.6M (2026-02-10)
- Firm type
- Ria
- Employees
- 2
- Clients
- 54
- CRD
- 309749
- Ownership
- DODDS, ANDREW, WARREN; DODDS, CHRISTOPHER, VINCENT
How much AUM does Crown Oak Advisors have?
Crown Oak Advisors reported $235.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns Crown Oak Advisors?
Disclosed owners and executives of Crown Oak Advisors include DODDS, ANDREW, WARREN, DODDS, CHRISTOPHER, VINCENT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.