Crown Oak Advisors, LLC
Crown Oak Advisors, LLC is an SEC-registered investment adviser based in Piedmont, California. The firm was founded in 2011 and has a small team of approximately two employees, both of whom are investors. Crown Oak Advisors serves mostly high-net-worth individuals, with some non-high-net-worth clients, advising on their long-term wealth accumulation and financial goals.
Investment Strategy
Crown Oak Advisors employs a long-term, concentrated investment approach, focusing on empowering clients to achieve financial freedom and lasting wealth. The firm's philosophy centers on disciplined, research-driven portfolio construction, concentrated positions in high-conviction ideas, and a focus on minimizing risk while maximizing clients’ long-term gains. Their investment management is primarily discretionary and tailored to the needs of high-net-worth individuals.
Top Holdings
Equity Positions (18)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHW | SCHWAB CHARLES CORP | 19.83% | $41.9M | 459,576 | $68.92 | $95.47 | $0 |
V V | VISA INC | 10.86% | $23.0M | 64,673 | $263.81 | $341.38 | $0 |
H HEI-A | HEICO CORP NEW | 8.02% | $17.0M | 65,511 | $142.45 | $254.09 | $0 |
D DE | DEERE & CO | 5.83% | $12.3M | 24,225 | $400.24 | $457.26 | $0 |
R ROL | ROLLINS INC | 5.80% | $12.3M | 217,344 | $44.49 | $58.74 | $0 |