About Crown Capital Securities
Crown Capital Securities is a Financial Services company based in Orange (United States) founded in 1999, and was acquired by LPL Financial in May 2024. Financial advisory services are provided by Crown Capital Securities. Its focus areas include Asset Management and Diversified. Its competitors include AlphaSense, Fidelity Investments and Morgan Stanley; 2 of its 3 listed competitors have raised funding.
Company details
Crown Capital Securities was established in 1999 and is based in Orange, United States. Operations focus on the financial services sector, where advisory support is extended to clients for investment decisions and securities management. Services encompass portfolio analysis and strategic planning, with activities conducted primarily through the domain crowncapitalsecurities.com. The firm maintains a regional presence in the U.S. financial market.
- Headquarters Orange, United States
- Stage Acquired
- SectorsFinancial Services
- Website crowncapitalsecurities.com
- Acquired by LPL Financial (May 2024)
- Investors
- Acquired byLPL Financial
(May 2024)
Investors in Crown Capital Securities
Crown Capital Securities has secured backing from 1 investor. Prominent investors backing the company include LPL Financial.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Stock brokerage and financial advisory services are provided to investors. | 1989 | lpl.com | San Diego, United States |
Investor details for Crown Capital Securities
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Crown Capital Securities
2 dated milestones of Crown Capital Securities across 25 years, from founding to its latest funding, stage changes and deals.
- Founded Crown Capital Securities is founded.
- Exit Acquired by LPL Financial.
Competitors of Crown Capital Securities
Crown Capital Securities has 3 listed competitors in our database, 2 of them funded. They include AlphaSense, Fidelity Investments and Morgan Stanley.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| alpha-sense.com | 2011 | New York, United States | $1.39B | 438 | AI-powered market intelligence and search platform is operated. | |
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. |
Detailed competitors of Crown Capital Securities
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Crown Capital Securities (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Crown Capital Securities
Complete news archive for Crown Capital Securities
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Crown Capital Securities
Crown Capital Securities was founded in 1999.
Crown Capital Securities is headquartered in Orange, United States. It is registered at Orange, California, United States.
Crown Capital Securities was established in 1999 and is based in Orange, United States. Operations focus on the financial services sector, where advisory support is extended to clients for investment decisions and securities management. Services encompass portfolio analysis and strategic planning, with activities conducted primarily through the domain crowncapitalsecurities.com. The firm maintains a regional presence in the U.S. financial market.
Crown Capital Securities's top competitors include Fidelity Investments, AlphaSense and Morgan Stanley.
Crown Capital Securities has 1 investor. Key investors include LPL Financial.
Yes. Crown Capital Securities was acquired by LPL Financial in May 2024.