A complete list of active advisors currently associated with Crown Oak Advisors
Warmer can help you find a great advisor at Crown Oak Advisors or one who fits your needs even better.
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.
To learn more about the advisors currently working at Crown Oak Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Piedmont, CA
| 5
| |
Piedmont, CA
| 5
|
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