# Crownstone Advisory & Investment Corp: new SEC registration, $3,000M AUM, New York, NY

**Score:** 55/100

| Field | Value |
|---|---|
| Firm | Crownstone Advisory & Investment Corp |
| Legal name | Crownstone Advisory & Investment Corp |
| CRD | 339959 |
| Status | Approved |
| Registered with the SEC | 2026-05-21 |
| Latest Form ADV filing | 2026-09-22 |
| Location | New York, NY, United States |
| Regulatory AUM | $3,000,000,000 |
| Accounts | 1 |
| Employees | 2 |
| Website | https://crownstoneinvestmentadvisory.com/ |

## Why this score
- $3,000M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/339959). Last refreshed: 2026-11-04T21:45:24.609Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.