CROWN OAK ADVISORS, LLC
Doing business as CROWN OAK ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$235,630,503
Discretionary
$235,630,503
Non-discretionary
$0
Firm details
- CRD number
- 309749
- SEC file number
- 801-128309
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.