Crown Oak Advisors is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 10, 2026, reports $236M in regulatory assets under management, 2 employees, 1 office, and 73 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.6% of total clients.
Top client categories% of clientsClients
1
HNWI
55.6%
30
2
Individuals
44.4%
24
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$236Mas of February 10, 2026
Discretionary100.0%
$236M
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$236M
Total Accounts73
10Y AUM Change+$102M (+76.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee27:1
10Y Employee Change0 (0.0%)
* 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.