# CROWNSTONE ADVISORY & INVESTMENT CORP

CROWNSTONE ADVISORY & INVESTMENT CORP of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 339959
- Type: SEC-registered investment adviser
- SEC file number: 801-136272
- Location: 3355 LENOX ROAD, 10TH FLOOR, ATLANTA, GA, 30326
- Phone: 858-444-5933
- Latest filing: 2026-05-27
- Clients: 2

## Business model

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

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Courtnie Russell | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; TRUSTEE | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | (858) 444-5933 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/339959/brochure
- Similar advisers: https://search.stillhousedata.com/firm/339959/similar
- Related entities: https://search.stillhousedata.com/firm/339959/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/339959

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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.