Important regulatory disclosures, risk information, and legal notices for Crownstone Advisory and Investment Corp.
Crownstone Advisory and Investment Corp is a Registered Investment Advisor in the United States. Registration does not imply a certain level of skill or training. All investments involve risk, including the possible loss of principal.
Past performance is not indicative of future results. The value of investments and the income from them can go down as well as up, and investors may not recover the amount originally invested. Investment strategies discussed on this website involve varying degrees of risk. Alternative investments, private equity, venture capital, and digital assets carry significant additional risks including illiquidity, high volatility, and potential for total loss of invested capital.
The information contained on this website is for informational purposes only and does not constitute investment advice, a solicitation, or an offer to buy or sell any security. Crownstone Advisory and Investment Corp provides investment advisory services only to clients with whom it has entered into a formal advisory agreement. Nothing on this website should be construed as personalized investment advice.
As a Registered Investment Advisor, Crownstone Advisory and Investment Corp is subject to a fiduciary duty to act in the best interests of its advisory clients. This fiduciary obligation applies to the investment advisory services provided under formal client agreements and does not extend to general website visitors or prospective clients who have not entered into an advisory relationship.
Digital assets, including cryptocurrencies and tokenized instruments, are highly speculative and involve substantial risk of loss. The regulatory environment for digital assets is evolving and subject to change. Crownstone Advisory and Investment Corp does not guarantee the suitability of digital asset investments for any particular investor. Clients should carefully consider their risk tolerance and investment objectives before investing in digital assets.
Crownstone Advisory and Investment Corp is committed to protecting the privacy and confidentiality of client information. We do not sell, share, or disclose personal information to third parties except as required by law or as necessary to provide advisory services. All client communications and financial information are maintained with strict confidentiality in accordance with applicable regulations.
Crownstone Advisory and Investment Corp's Form ADV, which contains detailed information about our investment advisory services, fees, conflicts of interest, and disciplinary history, is available upon request. Clients and prospective clients are encouraged to review our Form ADV before entering into an advisory relationship. To request a copy, please contact us directly.
This website may contain forward-looking statements, projections, and opinions about market conditions, investment strategies, and economic trends. These statements are based on current expectations and assumptions and are subject to significant uncertainty. Actual results may differ materially from those expressed or implied. Crownstone Advisory and Investment Corp undertakes no obligation to update forward-looking statements.
Last Updated
These disclosures were last updated in 2026. Crownstone Advisory and Investment Corp reserves the right to update these disclosures at any time. Please review this page periodically for any changes. For questions regarding these disclosures, please contact us directly.