Crown Wealth Group Llc
- Regulatory AUM
- $502M
- Discretionary
- $502M
- Clients
- 254
- Avg AUM / client
- $2.0M
- Accounts
- 1,040
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 131 | $70.0M | 13.9% |
| High net worth individuals | 117 | $416M | 82.8% |
| Pension and profit sharing plans | 2 | $3.5M | 0.69% |
| Charitable organizations | 1 | $450K | 0.09% |
| Corporations and other businesses | 3 | $12.2M | 2.44% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nicholas Martin Kolbenschlag | Chief Compliance Officer, Chief Executive Officer & Co Founder | Apr 2018 (8y) | 25% – 50% | |
| Tyler Joseph Kolbenschlag | Chief Operating Officer & Co Founder | Apr 2018 (8y) | 25% – 50% | |
| Steven Quinton Lindgren | Chief Investment Officer And Partner | Mar 2019 (8y) | 10% – 25% | |
| Douglas Charles Coppola | Registered representative | Oct 2019 (7y) | ||
| Zachary Scott O'brien | Registered representative | CFP | Feb 2020 (7y) | |
| Sean Michael Casullo | Registered representative | CFP | Jul 2022 (4y) | |
| Scott Jeffrey Drake | Registered representative | Oct 2024 (2y) | ||
| Carter Hodgson | Registered representative | Apr 2025 (1y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • SELECTION OF OTHER ADVISERS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $502M (100% of AUM) Aug 2026
- Sei Investments Distribution Co. $5.6M (5% of AUM) Feb 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 10, 2026.
View current Form ADV (SEC/IAPD) ↗