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Co-Founder and Managing Member · Crown Oak Advisors

Andrew W. Dodds

CRD 6349266 · Named on Form ADV at one SEC-registered adviser

At a glance

Crown Oak Advisors, an SEC-registered wealth manager with $236 million in regulatory assets, lists Andrew W. Dodds on its Form ADV as Co-Founder and Managing Member, a control person.

Firms and roles

  • Crown Oak AdvisorsCo-Founder and Managing MemberWealth manager · United States · $236M in regulatory assets

AtlasMembers

Andrew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.