Crown Oak Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Crown Oak Advisors provides discretionary investment management and negotiated institutional consulting to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, endowments and other institutions. As of January 15, 2026 the firm reported $235,630,503 in assets under management, is staffed by two advisors, and serves roughly 54 clients.
The firm focuses on publicly traded equities and seeks businesses it considers to be trading below intrinsic value, typically adopting a long‑term holding horizon and a concentrated portfolio construction. Crown Oak combines fundamental, cyclical and behavioral finance analysis to identify and size positions and customizes client portfolios while managing most accounts on a discretionary basis.
The firm’s brochure discloses that it advertises performance results, a practice uncommon among peers in this category. Crown Oak also discloses an ownership/board relationship with a large custodial firm and routinely recommends that custodian for client accounts, a relationship the firm identifies as a potential conflict of interest.
Client services
Expertise
Fee options
$50,000 to $500,000 for institutional consulting services, negotiable
$0 - $5,000,000: 0.60% Above $5,000,000+: 0.50%
Account minimum: $500,000
Main office
Piedmont CA
Advisors at this office
2
Most active in
California · Louisiana · Utah
Also doing business as
Crown Oak Advisors · Crown Oak Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Andrew D
CFA®
Piedmont, CA
Crown Oak Advisors
Andrew Dodds is a CFA® charterholder with five years of industry experience. He has worked at Crown Oak Advisors since 2020 and previously held positions at Baron Capital Management, Stanford Graduate School of Business, and Dodge and Cox. Crown Oak Advisors provides discretionary investment management and institutional consulting to individuals, trusts, estates, charitable organizations, endowments, and other institutions. The firm employs an equity-focused investment approach that combines fundamental, cyclical, and behavioral finance analysis to identify undervalued businesses for long-term ownership.
Christopher D
Series 63, Series 65
Piedmont, CA
Crown Oak Advisors
Christopher Dodds is a financial advisor with Crown Oak Advisors and holds Series 63 and Series 65 licenses. He has five years of industry experience and has worked with firms including Coinbase Global, The Cynosure Group, Baron Capital Group, and The Charles Schwab Corporation. Dodds serves on the boards of directors for The Charles Schwab Corporation and Charles Schwab Bank and acts as a consultant to Baron Capital Group and The Cynosure Group. Crown Oak Advisors provides discretionary investment management and institutional consulting to individuals, trusts, estates, charitable organizations, endowments, and other institutions. The firm employs an equity-focused investment approach combining fundamental, cyclical, and behavioral finance analysis to identify undervalued businesses for long-term ownership.
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