Firm profile

CROWN WEALTH GROUP LLC

CHARLOTTE, NCCRD 299732Latest ADV January 28, 2026

Crown Wealth Group LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated January 28, 2026, reports $438M in regulatory assets under management, 10 employees, 4 offices, and 982 accounts.

Assets Under Management
$438M
Employees
10
Offices
4 offices
Total Clients
248
Primary office
CHARLOTTE, NC
2108 SOUTH BOULEVARD, UNIT 300, CHARLOTTE, NC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEONicholas M. Kolbenschlag
CCONicholas M. Kolbenschlag
COOTyler J. Kolbenschlag

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 51.6% of total clients.
Top client categories% of clientsClients
1
Individuals
51.6%
128
2
HNWI
46.4%
115
3
Corporations
1.2%
3
4
Pension Plans
0.8%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$438Mas of January 28, 2026
Discretionary100.0%
$438M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$438M
Total Accounts982
10Y AUM Change+$336M (+331.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees10
Clients per Employee25:1
10Y Employee Change+3 (+42.9%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.