Andrew Warren Dodds
Investment adviser representative at Crown Oak Advisors
11 yearsExperience
1 stateRegistered in
CFADesignation
$235.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Crown Oak Advisors, LLCJul 2020 to now
- Baron Capital ManagementJun 2019 to Aug 2019
- Stanford Graduate School of BusinessSep 2018 to Jun 2020
- Dodge and CoxAug 2015 to Aug 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Crown Oak Advisors
Legal name: Crown Oak Advisors, LLC
$235.6MAssets managed
54Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6349266
- Firm CRD
- 309749