CROWN WEALTH GROUP, LLC

https://www.instagram.com/crownwealthgroup • CHARLOTTE, NC • Investment Advisor How do I update this listing?

Download 13F Summary Create Email Alert

Crown Wealth Group is based out of Charlotte. Crown Wealth Group is a large advisory firm with 232 clients and discretionary assets under management (AUM) of $202,441,997 (Form ADV from 2022-07-19). Their last reported 13F filing for Q2 2022 included $110,248,000 in managed 13F securities and a top 10 holdings concentration of 64.41%. Crown Wealth Group's largest holding is SSgA SPDR Russell 1000 ETF with shares held of 381,957. Whalewisdom has at least 3 13F filings

06/30/2022

13F Activity

  • Market Value $110.248 Million
  • Prior Market Value $143.542 Million
  • New Purchases8 stocks
  • Additional Purchases29 stocks
  • Sold out of36 stocks
  • Reduced holdings in27 stocks
  • Top 10 Holdings % 64.41 %
  • Turnover % [1]:63.77%
  • Turnover Alt % [2]: 26.65 %
  • Time Held Top20:0.85 quarters
  • Time Held Top10:0.90 quarters
  • Time Held All:1.17 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-08-15

Performance for Q2 2022: 4.6%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter
Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Click to See Additional Filters

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

CROWN WEALTH GROUP LLC
2108 SOUTH BOULEVARD UNIT 300
CHARLOTTE NC    28203
Country: United States
Business Phone: (704)360-3995
Fax: N/A
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NC
Number of employees: 10
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,SELECTION OF OTHER ADVISERS
Amount of client funds and securities:
Total Number of Clients: 232
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Insider Transactions in the past year

Loading...

CROWN WEALTH GROUP LLC

ownership team - last updated 2022-05-31
Name Title Start Date Direct/Indirect % Ownership
LINDGREN, STEVEN, QUINTON CHIEF INVESTMENT OFFICER AND PARTNER 03/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CROWN WEALTH GROUP LLC CHIEF INVESTMENT OFFICER AND PARTNER direct 2019-03-01
KOLBENSCHLAG, NICHOLAS, MARTIN CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDER 04/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
VISIONQUEST WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2010-11-01
KOLBENSCHLAG, TYLER, JOSEPH CHIEF OPERATING OFFICER & CO-FOUNDER 04/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CROWN WEALTH GROUP LLC CHIEF OPERATING OFFICER & CO-FOUNDER direct 2018-04-01

CROWN WEALTH GROUP LLC

ownership team - last updated 2022-02-28
Name Title Start Date Direct/Indirect % Ownership
LINDGREN, STEVEN, QUINTON CHIEF INVESTMENT OFFICER AND PARTNER 03/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CROWN WEALTH GROUP LLC CHIEF INVESTMENT OFFICER AND PARTNER direct 2019-03-01
KOLBENSCHLAG, NICHOLAS, MARTIN CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDER 04/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
VISIONQUEST WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2010-11-01
KOLBENSCHLAG, TYLER, JOSEPH CHIEF OPERATING OFFICER & CO-FOUNDER 04/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CROWN WEALTH GROUP LLC CHIEF OPERATING OFFICER & CO-FOUNDER direct 2018-04-01

CROWN WEALTH GROUP LLC

ownership team - last updated 2021-12-03
Name Title Start Date Direct/Indirect % Ownership
LINDGREN, STEVEN, QUINTON CHIEF INVESTMENT OFFICER AND PARTNER 03/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CROWN WEALTH GROUP LLC CHIEF INVESTMENT OFFICER AND PARTNER direct 2019-03-01
KOLBENSCHLAG, NICHOLAS, MARTIN CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDER 04/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
VISIONQUEST WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2010-11-01
KOLBENSCHLAG, TYLER, JOSEPH CHIEF OPERATING OFFICER & CO-FOUNDER 04/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CROWN WEALTH GROUP LLC CHIEF OPERATING OFFICER & CO-FOUNDER direct 2018-04-01

CROWN WEALTH GROUP LLC

ownership team - last updated 2021-07-22
Name Title Start Date Direct/Indirect % Ownership
LINDGREN, STEVEN, QUINTON CHIEF INVESTMENT OFFICER AND PARTNER 03/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CROWN WEALTH GROUP LLC CHIEF INVESTMENT OFFICER AND PARTNER direct 2019-03-01
KOLBENSCHLAG, NICHOLAS, MARTIN CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDER 04/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
VISIONQUEST WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2010-11-01
KOLBENSCHLAG, TYLER, JOSEPH CHIEF OPERATING OFFICER & CO-FOUNDER 04/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CROWN WEALTH GROUP LLC CHIEF OPERATING OFFICER & CO-FOUNDER direct 2018-04-01

CROWN WEALTH GROUP LLC

ownership team - last updated 2021-06-02
Name Title Start Date Direct/Indirect % Ownership
LINDGREN, STEVEN, QUINTON CHIEF INVESTMENT OFFICER AND PARTNER 03/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CROWN WEALTH GROUP LLC CHIEF INVESTMENT OFFICER AND PARTNER direct 2019-03-01
KOLBENSCHLAG, NICHOLAS, MARTIN CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDER 04/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
VISIONQUEST WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2010-11-01
KOLBENSCHLAG, TYLER, JOSEPH CHIEF OPERATING OFFICER & CO-FOUNDER 04/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CROWN WEALTH GROUP LLC CHIEF OPERATING OFFICER & CO-FOUNDER direct 2018-04-01

CROWN WEALTH GROUP LLC

ownership team - last updated 2021-03-03
Name Title Start Date Direct/Indirect % Ownership
LINDGREN, STEVEN, QUINTON CHIEF INVESTMENT OFFICER AND PARTNER 03/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CROWN WEALTH GROUP LLC CHIEF INVESTMENT OFFICER AND PARTNER direct 2019-03-01
KOLBENSCHLAG, NICHOLAS, MARTIN CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER & CO-FOUNDER 04/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
VISIONQUEST WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2010-11-01
KOLBENSCHLAG, TYLER, JOSEPH CHIEF OPERATING OFFICER & CO-FOUNDER 04/01/2018 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
CROWN WEALTH GROUP LLC CHIEF OPERATING OFFICER & CO-FOUNDER direct 2018-04-01

Elevate your investments