Crown Financial Group, Inc.

Crown Financial Group provides investment supervisory and financial planning services to a mix of individual and institutional clients. The firm’s brochure lists services including investment management, retirement planning, estate planning, cash management and tax planning, and notes that it works with corporate pension and profit‑sharing plans, Taft‑Hartley plans, charitable institutions, foundations, endowments, municipalities, registered mutual funds, private investment funds, trusts and certain foreign and sovereign funds.

The firm generally accepts discretionary authority over accounts and charges primarily on a percentage‑of‑assets basis while also offering negotiated hourly arrangements. Crown describes a multi‑method investment process—technical, cyclical and fundamental analysis—and uses strategies ranging from long‑term buy‑and‑hold to short‑term trading, option writing (including uncovered options), futures and client‑directed short positions; it may employ borrowing or margin in separately managed accounts where appropriate.

Notable for a solo independent adviser, Crown serves a broader slate of institutional and plan clients than many peers and documents operational practices tied to that work. The brochure emphasizes that brokerage commissions and transaction costs are borne by clients (and that Crown does not retain a portion of those commissions), that the firm does not take custody, that it commonly operates with client‑directed brokerage relationships which can limit order aggregation, and that proxy voting is left to clients.