# Crown Haven Wealth Management

Crown Haven Wealth Management is a Multi Family Office based in Carmel, United Kingdom.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Carmel, United Kingdom
- **Region:** Europe
- **Address:** London, United Kingdom
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** crownhavenwealth.com

## Regulatory record

- **CRD number:** 306691
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306691

## About

Crown Haven Wealth Advisors is located in Carmel, Indiana and assists clients in the Indianapolis area and nationwide with thoughtful financial planning for retirement and money management goals. The firm uses its proprietary RetireSHIELD® planning process and a fiduciary approach to create customized financial plans and portfolios. Founded in 2011, Crown Haven serves over 600 clients in over 20 states and is responsible for over a billion dollars of assets under advisement (AUA).

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Hedge Funds

## People

- Casey A. Marx — Founder / Chief Executive Officer
- Casey Marx — founder
- Casey Marx — Certified Financial Fiduciary® (CFF)
- Nathan Kesling — Chief Investment Officer / Chief Financial Officer
- Gordon Campbell — President of Advisory Services / Chief Compliance Officer
- Cameron Gardner — Vice President of Advisory Services
- Jeff Hallal — Vice President of Advisory Services
- Michael Dudley — Vice President of Secure Income Solutions
- Ian Rivas — Vice President of Secure Income Solutions
- Angela Romano — Vice President of Client Services
- Laura Wilkins — Director of Client Services
- Nicole Skattum — Operations Manager
- Jennifer Rowan — Client Services Lead
- Kailah Toth — Client Services Support
- Tevun Roth — Client Services Support
- Eric Baker — Chief Marketing Officer
- Blake Hurford — Director of Client Outreach
- James Dombro — Chief Development Officer

## Questions

### What investment stages does Crown Haven typically target?

Crown Haven targets direct co-investments, fund commitments, and club deals. The firm focuses on private credit, real estate, infrastructure, and hedge funds, with no specific stage preference publicly identified.

### Does Crown Haven participate in fund commitments or only direct deals?

Crown Haven participates in both fund commitments and direct co-investments. The firm allocates capital through external fund vehicles and engages in direct transactions alongside other investors.

## Related profiles

- [Summit Investment Advisory Group](https://altss.com/profile/summit-investment-advisory-group-llc)
- [CL Family Consulting LLC](https://altss.com/profile/cl-family-consulting-llc)

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Last updated: 2026-08-11T15:06:35.052Z

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