The Crown Advisors, LLC (St. Louis)

Name: The Crown Advisors, LLC
Address: 842 N New Ballas Court, St. Louis, MO, 63141
Telephone: 314-991-0066

The Crown Advisors, LLC is an adviser based in St. Louis. It manages $15.12 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Missouri.

The Crown Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Crown Advisors: assets under management

The assets under management (AUM) of The Crown Advisors, LLC is $15.12 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $15.12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.56 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Crown Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Crown Advisors, LLC

Chris Henry Pauli has been acting as President since 1 Sep 2001. Chris H. Pauli Revocable Living Trust Dated 3/15/04 joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Chris Henry Pauli	President	1 Sep 2001	Other	707660
Chris H. Pauli Revocable Living Trust Dated 3/15/04	Member	1 Jan 2006	75% - 100%	xxx-xx-xxxx
R. William Breece Revocable Living Trust	Member	1 Jan 2006	Other	xxx-xx-xxxx

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Robert William Breece	Trustee	1 Mar 1996	Other	4381106
Chris Henry Pauli	Trustee	1 Mar 2004	Other	707660

Based in St. Louis

The principal office where The Crown Advisors, LLC performs its advisory services is located at 842 N New Ballas Court, St. Louis, MO 63141, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 314-991-0066 or by fax 314-991-0075. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at www.thecrownadvisors.com.