# Crown Oak Advisors

Crown Oak Advisors is a RIA based in Piedmont.

## Overview

- **Organization type:** RIA
- **Headquarters:** Piedmont
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** crownoakadvisors.com

## Regulatory record

- **CRD number:** 309749
- **SEC file number:** 801-128309
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309749

## About

Crown Oak Advisors is a registered investment advisor (RIA) with fiduciary obligations to its clients. Founded in 2020, the firm takes a long-term approach to managing clients’ capital and invests predominantly in public securities. Headquartered in Piedmont, California, it follows a long-term oriented investment strategy geared towards client wealth accumulation.

## People

- Christopher V. Dodds — M.B.A. — Co-Founder & Managing Member
- Andrew W. Dodds — CFA®, M.B.A. — Co-Founder & Managing Member

## Questions

### What is the wealth origin behind Crown Oak Advisors?

The origin of the assets managed by Crown Oak Advisors has not been publicly disclosed. Without a founding family name or a known wealth-generation story, the source of capital remains unverifiable through public records. This opacity is characteristic of certain family offices that prioritize privacy.

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

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