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Crownstone Advisory & Investment Corp

● SEC registered since 2026CRD 339959SEC# 801-136272Atlanta, GA
Export (members)
Reg. AUM
—
Employees
2
Accounts
—
Location
Atlanta, GA

Crownstone Advisory & Investment Corp assets under management

Crownstone Advisory & Investment Corp is a registered investment adviser overseen by the SEC based in Atlanta, GA. The firm has been registered since 2026. It employs 2 people.
crownstoneinvestmentadvisory.comView on SEC.gov ↗

Crownstone Advisory & Investment Corp owners & executives

3 reported
NameTitleOwnershipSince
Courtnie Russell ControlManaging Member And Chief Compliance OfficerUnder 5%2026
Sovera Irrevocable Trust ControlMemberOver 75%2026
Courtnie Russell ControlTrustee—2026

Frequently asked questions

How many employees does Crownstone Advisory & Investment Corp have?

Crownstone Advisory & Investment Corp reports 2 employees.

Where is Crownstone Advisory & Investment Corp located?

Crownstone Advisory & Investment Corp is based in Atlanta, GA and has been SEC-registered since 2026.

Does Crownstone Advisory & Investment Corp disclose fund performance?

Crownstone Advisory & Investment Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3355 Lenox Road, 10th Floor, Atlanta, GA 30326
Phone858-444-5933
FaxN/A
Office hoursBy Appointment Only
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo