CROWN MANAGEMENT ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $142.2M |
| Discretionary | $142.2M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $142.2M |
| Employees | 6 |
| Peak AUM | $174.8MMar 2024 |
| AUM CAGR | -3.2% /yrover 3 yrs · 7 filings |
AUM by Client Type
Total AUM
$142M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $142M | +3.6% | — | — | |
| Discretionary AUM | $142M | ||||
Key Metrics
| Total AUM | $142.2M |
| Discretionary | $142.2M |
| Employees | 6 |
| Client Accounts | 1 |
Contact & Location
Address
3060 PEACHTREE ROAD NW
ATLANTA GA 30305
Phone
404-389-9045
Filing History
7 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$142M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported