Crown Private Wealth, LLC

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Client assets under management

$62,399,229

Clients

138

9% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$452,168

About

Crown Private Wealth provides discretionary asset management and financial planning to individuals and high-net-worth clients, and also advises retirement plans under ERISA, serving as either a limited 3(21) fiduciary or a full 3(38) investment manager. The firm manages client portfolios on a discretionary basis and delivers periodic account reviews and written financial planning deliverables.

Investment decisions are driven by client-specific objectives and may incorporate both fundamental and technical analysis, with asset allocation, security selection, and ongoing monitoring tailored to each client profile. The firm also employs strategies that include options writing and the use of margin/borrowing and other derivatives within separately managed accounts, and it documents risk considerations and trading risks in its disclosures.

Noteworthy features relative to peers include an affiliation with an insurance business—the advisory principals operate an affiliated insurance agency and may receive customary insurance commissions—as well as the firm’s explicit use of borrowing and derivatives in client-managed accounts, which is uncommon among similar supported firms. With a small advisor team and roughly $63 million in discretionary AUM, Crown combines individual and plan fiduciary services with these less-common trading capabilities and insurance-related activities, with conflicts addressed through disclosures and the firm’s stated fiduciary obligations.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning flat fees ranging from $2,500 to $10,000 for clients receiving asset management and financial planning

Percentage

Up to 1.95% annually (maximum fee); typical fees are lower and negotiable based on various criteria

Commissions

Insurance commissions earned by representatives as licensed insurance agents; commissions from gold and silver bullion sales through affiliated entity

Project-based

Financial planning hourly fees up to $500/hour

Other

Account minimum: $500,000 Minimum fee: $500 financial planning fee for households under $500,000 AUM when adding financial planning to asset management services Fee-only: Hourly financial planning fees up to $500/hour; flat financial planning fees $2,500 to $10,000 for clients with asset management

Main office location

Crown Private Wealth, LLC

132 Joe Knox Avenue, Suite 104

Mooresville NC 28117, United States

Number of offices

Most active in

North Carolina · South Carolina · West Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook X Website 704-469-0200

Advisors at this firm

William K

Series 65

Mooresville, NC

Crown Private Wealth, LLC

William Kearney is a financial advisor at Crown Private Wealth, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked at firms including Virtue Capital Management, Horter Investment Management, and Integrated Financial Concepts LLC, where he is also the owner. Kearney is a co-founder and insurance agent at Crown Insurance Advisors, a fixed insurance agency serving retail clients. Crown Private Wealth, LLC provides discretionary asset management, financial planning, and retirement plan advisory services primarily to individuals and high-net-worth clients. The firm manages approximately $47.7 million in discretionary assets for about 133 clients and employs both fundamental and technical analysis, including option strategies and the use of margin, to guide portfolio management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Options & derivatives strategies Founder/Business Owner Executive

John F

CFP®, Series 66

Mooresville, NC

Crown Private Wealth, LLC

John Foard is a CFP® and holds a Series 66 license with 25 years of experience in the financial industry. He is a co-founder and managing partner of Crown Advisors, LLC, which oversees Crown Private Wealth, LLC and Crown Insurance Advisors, LLC. He also owns Foard Wealth Management, LLC, a financial industry consulting business. Crown Private Wealth, LLC provides discretionary asset management, financial planning, and retirement plan advisory services primarily to individuals and high-net-worth clients. The firm manages approximately $47.7 million in discretionary assets and employs fundamental and technical analysis in portfolio management, including option writing and the use of derivatives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Options & derivatives strategies Founder/Business Owner Executive

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