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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Horizon elementCapital frontier
- Established Date
- 10-14-2022
- Office Locations
- 1
Office Locations
About Crown Point Wealth Advisors
Crown Point Wealth Advisors is an independent, fee-based fiduciary wealth management firm providing comprehensive planning and portfolio management. The team follows a client-first process—listening, building strategy, and ongoing follow-through—and supports retirement, tax, estate, and insurance planning. Portfolios use asset allocation across ETFs, mutual funds, and fixed income, with custody through Charles Schwab and a dedicated client mobile app.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Joseph Charles Knox Guenther
Managing Member
- CRD
- #5385824
- Ownership
- 75% or more
James D Williams II
Chief Compliance Officer, Financial Advisor
- CRD
- #5739663
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Sharon Mary Pack
--
- CRD
- #7467068
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $179,636,791 | $142,909 |
| Non-Discretionary | $5,897,216 | $346,895 |
| Total | $185,534,007 | $145,631 |
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Separately Managed Accounts
Total SMA Asset: $185,534,007
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $190,103,457 | 14.8% |
| Equity - Exchange | $173,405,181 | 13.5% |
| Cash | $256,896,564 | 20.0% |
| U.S. Government/Agency | $219,646,562 | 17.1% |
| Corporate - Investment Grade | $156,706,904 | 12.2% |
| Municipal Bonds | $137,439,662 | 10.7% |
| Other | $150,284,489 | 11.7% |
| Total | $1,284,482,819 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL RADIAL EMBER | RIDGE CREST | NY3IUTHS0 | PIVIQ | 4.80% | $46,994,483 |
| VALUE MOMENTUM | PRIME RADIAL | NT1JQSTA3 | HRCO | 2.79% | $8,475,237 |
| MATRIX PATHWAY | MOMENTUM FRONTIER | 26F875NJQ | MOOXY | 3.23% | $58,784,842 |
| QUANTUM ATLAS MATRIX | UNISON CREST | J0LRWAV0D | WEVH | 9.95% | $114,418,120 |
| CREST CREST FOUNDATION | CREST FOUNDATION | QL7RY1I3I | RSRMI | 9.57% | $11,358,829 |
| PRIME CATALYST | HORIZON PRIME | BFKUUO72V | THCJO | 3.31% | $4,091,544 |
| RIDGE UNISON TIMBER | FOCUS SUMMIT | 4IUO7T3W9 | JDPHZ | 7.55% | $102,510,929 |
| CAPITAL RADIAL VERTEX | PRIME TIMBER | 2WU1WWWY9 | BEFS | 10.43% | $65,257,334 |