Crown Advisors Management, Inc. (Greenbrae)

Crown Advisors Management, Inc. is a large advisory firm based in Greenbrae. It manages $197.86 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California and Texas.

Crown Advisors Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Crown Advisors Management: assets under management

The assets under management (AUM) of Crown Advisors Management, Inc. is $197.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 38% since the beginning of its operation, and $29.72 million of the total AUM is attributable to clients outside of the United States.

The firm manages $197.86 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $197.86 million each.

Crown Advisors Management has custody of $197.86 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Crown Advisors Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Crown Advisors Management serves?

The only and largest group of clients of Crown Advisors Management is pooled investment vehicles with 1 clients and $197.86 million of assets under management. Among the 5 most similar advisory firms, Crown Advisors Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $197.86 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Crown Advisors Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $200,000 for each fund.

Careers at Crown Advisors Management, Inc.

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Scott Fearon	President / chief compliance officer	1 Mar 1990	75% - 100%	1642426

Based in Greenbrae

The principal office where Crown Advisors Management, Inc. performs its advisory services is located at 100 Drake's Landing Road, Greenbrae, CA 94904, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (415) 925-9950 or by fax (415) 925-9980. The normal business hours are 6:00 am - 4:00 pm on Monday - Friday.