# Crown Wealth Group

Crown Wealth Group is a Multi Family Office based in Lexington, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Lexington, United States
- **Region:** North America
- **Address:** 2108 South Boulevard, Suite 300, Charlotte, NC 28203
- **Founded:** 2018
- **Assets under management:** 438 (Altss estimate)
- **Website:** crownwealthgroup.com
- **LinkedIn:** https://www.linkedin.com/company/33205329

## About

Crown Wealth Group was founded in 2018 by brothers Nick and Tyler Kolbenschlag after they spent more than a decade in private wealth management. The firm offers multi-family office services centered on a Personal CFO model that coordinates planning and execution for affluent families. Investment activity spans private equity, private credit, real estate and philanthropic vehicles. Geographic focus remains North America. The firm added an Athlete Division in January 2025 after Zac O’Brien received NFL Players Association approval to advise league clients; the offering later extended to MLB, PGA, NHL and NBA/WNBA athletes. The Charlotte headquarters at 2108 South Boulevard opened in 2021. Scott Drake joined as Managing Director in fall 2024. The firm maintains active participation in the Charlotte chapter of the Financial Planning Association and the Charlotte Regional Business Alliance.

## Sectors

- Sports & Wellness
- PropTech
- Private Equity
- Real Estate
- Private Credit

## Offices

- Advance, NC, United States

## People

- Nick Kolbenschlag — Chief Executive Officer & Co-Founder
- Tyler Kolbenschlag — Chief Operating Officer & Co-Founder
- Steve Lindgren — Chief Investment Officer & Partner
- Zac O’Brien — Managing Director – Athlete Division

## Questions

### Who runs investment decisions at Crown Wealth Group?

Steve Lindgren serves as Chief Investment Officer and Partner. Douglas Coppola acts as Executive Director and Investment Committee Chairman. Robert LeBeau consults to the Investment Committee.

### How does Crown Wealth Group source proprietary deal flow?

The firm relies on long-standing advisor relationships and local Charlotte networks. Team members previously worked at firms including Merrill Lynch, UBS and Thrivent Financial.

### Is Crown Wealth Group structured as a single family office or does it operate more like a venture firm?

Crown operates as a multi-family office serving multiple client families through a coordinated Personal CFO platform. It does not function as a venture capital firm.

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

The firm deploys across private equity, private credit and real estate. Specific fund commitments or direct co-investments are not publicly detailed.

### What investment stages does Crown Wealth Group typically target?

The firm focuses on established private-market opportunities rather than early-stage venture. Asset-class exposure includes real estate and private credit alongside public markets.

### Where does the underlying wealth come from?

Wealth sources are not publicly attributed to any single family branch. The firm serves executives, business owners and, since 2025, professional athletes.

### Does Crown Wealth Group maintain philanthropic structures, and how are they separated?

Team members support Habitat for Humanity Charlotte and Walk MS Charlotte. No dedicated family foundation or mission-related vehicle is disclosed.

## Related profiles

- [Clarity Capital Partners](https://altss.com/profile/clarity-capital-partners)
- [Reservoir Capital Group](https://altss.com/profile/reservoir-capital-group)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/crown-wealth-group

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology