$235.6M Total AUM
$235.6M Disc. AUM
-- 3Y CAGR
2 Employees
55 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-17-2020
- Office Locations
- 2
Office Locations
-- Piedmont CA
-- SAN Diego CA
About Crown OAK Advisors
Crown Oak Advisors is a Piedmont, CA-based RIA providing financial planning and discretionary portfolio management for individuals and families. The firm follows a long-term, wealth-accumulation approach, with portfolios largely implemented using ETFs and select alternatives. Custody is through major platforms including Charles Schwab and Fidelity/NFS.
Team overview
46 AVG AGE
$117.8M AVG AUM / ADVISOR
$4.3M AVG AUM / CLIENT
5.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Wave Unison alpha
Custodian
Meridian Signal
Investment Vehicles
Focus fusion
Services
Vertex value Optima Pathway alpha Vertex Signal
Owner & Executives
A
ANDREW WARREN DODDS
Co-founder, Managing Member, Wealth Advisor
- CRD
- #6349266
- Ownership
- 50% but less than 75%
(790) 246-6040
eagle.foundation@foundationcapital.com
in linkedin.com/in/ridge-eagle
C
CHRISTOPHER VINCENT DODDS
Chief Compliance Officer, Co-founder, Managing Member
- CRD
- #1596630
- Ownership
- 50% but less than 75%
(664) 946-8654
zenith.delta@focuscapital.com
in linkedin.com/in/insight-focus
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $235,630,503 | $3,227,815 |
| Non-Discretionary | $0 | -- |
| Total | $235,630,503 | $3,227,815 |
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Separately Managed Accounts
Total SMA Asset: $235,630,503
Equity - Exchange:
41.0% Cash:
46.4% Municipal Bonds:
12.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $810,704,508 | 41.0% |
| Cash | $917,480,224 | 46.4% |
| Municipal Bonds | $249,143,336 | 12.6% |
| Total | $1,977,328,068 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER VERTEX | RIDGE UNISON | 0B8XT8PF4 | BFQAH | 5.92% | $37,331,709 |
| FUSION INSIGHT | SUMMIT MOMENTUM | QDI8E9TOD | SLMPF | 5.44% | $74,002,362 |
| BRIDGE UNISON | ELEMENT OPTIMA | 6B7Z0CQNG | QCVL | 8.63% | $37,217,843 |
| RADIAL CAPITAL DELTA | QUANTUM ZENITH | ITTC2ZCK2 | XLIKT | 7.98% | $101,697,531 |
| EMBER ATLAS | VALUE DELTA | JKKO0PFRE | NFLX | 12.53% | $71,971,540 |
| CAPITAL TIMBER | MERIDIAN SIGNAL | LL0L5R9I7 | GWAV | 10.42% | $85,996,655 |
| RADIAL VITAL ATLAS | SIGNAL CREST | C0CN8BS6K | TZZ | 6.27% | $6,339,817 |
| PIONEER INSIGHT | VERTEX UNISON | H02WHU5UQ | EKPCH | 7.33% | $47,041,439 |