# CROWN OAK ADVISORS, LLC

CROWN OAK ADVISORS, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 309749
- Type: SEC-registered investment adviser
- SEC file number: 801-128309
- Phone: 510-244-4685
- Latest filing: 2026-02-10
- Regulatory AUM: $235.6M
- Discretionary AUM: $235.6M
- Clients: 2
- Accounts: 73

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Christopher Vincent Dodds | CHIEF COMPLIANCE OFFICER, CO-FOUNDER AND MANAGING MEMBER | — |
| Andrew Warren Dodds | CO-FOUNDER AND MANAGING MEMBER | — |
| DODDS CHRISTOPHER VINCENT | CHIEF COMPLIANCE OFFICER, CO-FOUNDER AND MANAGING MEMBER | — |
| DODDS ANDREW WARREN | CO-FOUNDER AND MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309749/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309749/similar
- Related entities: https://search.stillhousedata.com/firm/309749/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309749

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.