Crown Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$62,399,229
Clients
138
Advisors
2
of 3 employees
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
Expertise
Occupation focus
Fee options
Financial planning flat fees ranging from $2,500 to $10,000 for clients receiving asset management and financial planning
Up to 1.95% annually (maximum fee); typical fees are lower and negotiable based on various criteria
Insurance commissions earned by representatives as licensed insurance agents; commissions from gold and silver bullion sales through affiliated entity
Financial planning hourly fees up to $500/hour
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
132 Joe Knox Avenue, Suite 104
Mooresville NC 28117
Advisors at this office
2
Most active in
North Carolina · South Carolina · West Virginia
Also doing business as
Crown Private Wealth, LLC · Foard Wealth Management, LLC · Integrated Financial Concepts, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Quick links
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.
John F
CFP®, Series 66
Mooresville, NC
Crown Private Wealth, LLC
John Foard III is a CFP® with 26 years of industry experience and is a managing partner at Crown Private Wealth, LLC in Mooresville, NC. He co-founded Crown Advisors, LLC and Crown Insurance Advisors, LLC, where he is involved in managing operations and providing insurance and risk management services. He also owns Foard Wealth Management, LLC, a financial industry consulting business. Crown Private Wealth offers discretionary asset management and financial planning to individuals, high-net-worth clients, and retirement plans under ERISA. The firm’s investment approach integrates both fundamental and technical analysis and employs strategies including options writing and the use of margin and derivatives within separately managed accounts.
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