This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Ridge peakMomentum summit
- Established Date
- 02-09-2021
- Office Locations
- 1
Office Locations
About Crown Private Wealth, LLC
Crown Private Wealth, LLC is a North Carolina fee-based RIA that designs and regularly reviews customized, risk-aligned portfolios—often implemented with ETFs—alongside coordinated tax planning (with local professionals or a client’s preparer) and insurance optimization through an affiliated agency. Serves retail households including retirees and entrepreneurs focused on risk management, tax efficiency, and legacy planning.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN HANBY FOARD III
Chief Compliance Officer, Founder
- CRD
- #4190660
- Ownership
- Less than 5%
WILLIAM NEAL KEARNEY
Chief Investment Strategist, Partner
- CRD
- #6471153
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,584,229 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,584,229 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $63,584,229
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,581,020,730 | 19.8% |
| Equity - Exchange | $1,461,246,433 | 18.3% |
| Cash | $2,866,598,193 | 35.9% |
| Equity - OTC | $2,076,087,828 | 26.0% |
| Total | $7,984,953,184 | 100.0% |