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- Custodian
- Capital Group · Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-29-2019
- Office Locations
- 3
Office Locations
About Crown Wealth Group LLC
Crown Wealth Group is a Charlotte-based RIA serving high-net-worth families, executives, and business owners with goal-based planning and investment management, plus proactive tax, risk, charitable giving, and wealth-transfer planning. The team supports complex liquidity events and M&A transitions and provides real-time net worth tracking via an asset aggregation platform. Portfolios use a mix of public funds, ETFs, and government/agency bonds.
Reported data analysis
What the numbers show
Between August 26, 2025 and January 28, 2026, reported AUM increased 38.2%, from $316.5M to $437.5M.
Across 5 reported observations, AUM increased 116.1% between December 8, 2022 and January 28, 2026, from $202.4M to $437.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 248 clients, or 31 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 3 reported office locations and 7 years in operation. The source data was last updated on July 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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Owner & Executives
NICHOLAS MARTIN KOLBENSCHLAG
Chief Compliance Officer, Chief Executive Officer, Co-founder
- CRD
- #5862034
- Ownership
- 25% but less than 50%
TYLER JOSEPH KOLBENSCHLAG
Chief Operating Officer, Co-founder
- CRD
- #6321347
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Sean Michael Casullo
Financial Advisor, General Partner
- CRD
- #7403983
DOUGLAS CHARLES COPPOLA
Director
- CRD
- #834198
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $437,507,251 | $445,527 |
| Non-Discretionary | $0 | -- |
| Total | $437,507,251 | $445,527 |
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Separately Managed Accounts
SMA allocation detail is available
Crown Wealth Group LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Crown Wealth Group LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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