Andrew Dodds has been Co-Founder and Managing Member of Crown Oak Advisors since May 2020, is a control person of the firm and directly owns between 50% and 75% of it. Andrew Dodds holds an M.B.A. from Stanford Graduate School of Business and a B.A. in Economics and History from Claremont McKenna College.
Crown Oak Advisors, LLC is a firm with $236M under management, 54 clients and 2 advisers across 2 offices, as of its February 2026 filing.
Andrew W. Dodds is Co-Founder and Managing Member of Crown Oak Advisors, based in Piedmont, CA. Before founding Crown Oak Advisors, Dodds worked at Dodge & Cox as a Research Associate covering the consumer staple, construction material, and toy industries.
- Crown Oak AdvisorsCurrent– present · 6 yearsSan Diego, CA · Adviser representative · Firm CRD 309749
Professional designations
Listed by Crown Oak Advisors
- CFA® charterholder
Investment adviser representative registrations
Andrew Dodds is registered as an investment adviser representative in California, since August 2020.
- CaliforniaSince 17 August 2020
Examinations
No examinations are on Andrew Dodds’s record.
- Full name
- Andrew Warren Dodds
- CRD
- 6349266
- Firm
- Crown Oak Advisors · CRD 309749
- Role
- Co-Founder and Managing Member
- Office
- San Diego, CA
- Registration
- Investment adviser registration
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- crownoakadvisors.com
Where does Andrew Dodds work?
Andrew Dodds has been Co-Founder and Managing Member of Crown Oak Advisors, LLC since May 2020, and is a control person of the firm.
Is Andrew Dodds a financial advisor?
Yes. Andrew Dodds has a current investment-adviser registration in California, through Crown Oak Advisors since August 2020.
How many years of experience does Andrew Dodds have?
Andrew Dodds has 6 years in the financial industry, since August 2020, across 1 adviser firm.
Where is Andrew Dodds based?
Andrew Dodds’ registered office is in San Diego, CA.
Is Andrew Dodds registered with FINRA?
No. Andrew Dodds has no current broker registration.
Is Andrew Dodds a CFA charterholder?
Crown Oak Advisors lists Andrew Dodds with the CFA credential (“CFA® charterholder”) on its website. CFA Institute confirms certification status.
Source: Andrew W. Dodds, CFA®, M.B.A. biography, crownoakadvisors.com
How can I verify Andrew Dodds’ record?
Search CRD 6349266 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Dodds’ full registration record.
