Crown Wealth Group LLC

CRD 299732 · Charlotte, NC · $437.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 299732
SEC number: 801-120589
Firm type: RIA
Assets under management: $437.5M as of Jan 28, 2026
Website: crownwealthgroup.com ↗
Phone: (704)360-3995
Address: 2108 South Boulevard, Charlotte, NC, 28203

Advisors at this firm

8 in our index · page 1 of 1

Douglas Charles CoppolaCRD 834198 · Pittsboro, NC

IA Registered
Sean Michael CasulloCRD 7403983 · Charlotte, NC

IA Registered
Scott Jeffrey DrakeCRD 7863343 · Charlotte, NC

IA Registered
Carter HodgsonCRD 7790470 · Charlotte, NC

IA Registered
Nicholas Martin KolbenschlagCRD 5862034 · Charlotte, NC

IA Registered
Tyler Joseph KolbenschlagCRD 6321347 · Charlotte, NC

IA Registered
Steven Quinton LindgrenCRD 5561660 · Charlotte, NC

IA RegisteredRegistration inactive
Zachary Scott O'brienCRD 5646164 · Advance, NC

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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