Crownstone Advisory & Investment Corp
● SEC registered since 2026CRD 339959SEC# 801-136272New York, NY
Reg. AUM
$3B
Employees
2
Accounts
1
Location
New York, NY
Crownstone Advisory & Investment Corp assets under management
Crownstone Advisory & Investment Corp is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2026. It reports $3 billion in regulatory assets under management and employs 2 people.
Crownstone Advisory & Investment Corp owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Courtnie Russell Control | Managing Member And Chief Compliance Officer | Under 5% | 2026 |
| Sovera Irrevocable Trust Control | Member | Over 75% | 2026 |
| Courtnie Russell Control | Trustee | — | 2026 |
Frequently asked questions
How much does Crownstone Advisory & Investment Corp manage?
Crownstone Advisory & Investment Corp reports $3 billion in regulatory assets under management on its Form ADV.
How many employees does Crownstone Advisory & Investment Corp have?
Crownstone Advisory & Investment Corp reports 2 employees.
Where is Crownstone Advisory & Investment Corp located?
Crownstone Advisory & Investment Corp is based in New York, NY and has been SEC-registered since 2026.
Does Crownstone Advisory & Investment Corp disclose fund performance?
Crownstone Advisory & Investment Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6 East 45th Street, 11th Floor, New York, NY 10017 |
| Phone | 858-444-5933 |
| Fax | N/A |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3BNo change
Sep '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$3Bregulatory AUM
Discretionary $0Non-discretionary $3B