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- Custodian
- Capital Group · Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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