John Hanby Foard

Employer firm

Crown Private Wealth, LLC CRD 311541

$63.6M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → 09/2016
  Gf Investment Services, Llc
  Sarasota, FL
• 11/2013 → 09/2016
  Global Financial Private Capital, Llc
  Sarasota, FL
• 09/2016 → 01/2021
  Virtue Capital Management, Llc
  Nashville, TN
• 10/2020 → Present
  Crown Private Wealth, Llc
  Charlotte, NC
• 09/2016 → Present
  Foard Wealth Management, Llc
  Charlotte, NC
• 09/2023 → Present
  Crown Insurance Advisors, Llc
  Mooresville, NC
• 09/2023 → Present
  Crown Advisors, Llc
  Mooresville, NC

Previous Registrations

• 2016-09-12 → 2021-03-05
  Virtue Capital Management, Llc
  Charlotte, NC
  Brentwood, TN
• 2015-01-27 → 2016-09-29
  Hobart Wealth
  Charlotte, NC
• 2013-11-21 → 2016-09-16
  Global Financial Private Capital, Inc.
  Sarasota, FL
  Charlotte, NC
• 2013-08-07 → 2013-11-04
  Waddell & Reed
  Raleigh, NC
  Charlotte, NC
• 2013-01-13 → 2013-08-14
  Fisher Investments
  Charlotte, NC
  Plano, TX
• 2011-10-11 → 2013-01-22
  Td Ameritrade, Inc.
  Charlotte, NC
• 2011-10-11 → 2013-01-22
  Td Ameritrade Investment Management, Llc
  Charlotte, NC
• 2009-08-07 → 2011-10-14
  Lpl Financial Llc
  Mooresville, NC
  Concord, NC
  San Diego, CA
• 2007-03-27 → 2009-08-24
  Crown Capital Securities, L.P.
  Concord, NC
  Orange, CA
  Concord, NC

Other Businesses

Foard Wealth Management, LLC; Owner; Financial industry consulting business. 09/2016, 5720 Brixham Hill Ave, Suite 300, Charlotte, NC 28277; 1 Hour/week. Crown Insurance Advisors, LLC; Location of the business: 132 Joe Knox Ave., Suite 104, Mooresvile NC 28117 United States; Crown Insurance Advisors, LLC; Description of the business: This is a fixed insurance agency providing insurance and risk management services to clients.; Position Title: Co-Founder & Insurance Agent; Responsibilities Duties: Sales & Service of insurance products with retail clientele.; Start date with business: 2023-09-11; Hours per week devoted to business during trading hours: 6; ; Percentage of total yearly compensation expected to be derived from the business: 15; Will an IRS form for income earned be received: No; Name of outside business: Crown Advisors, LLC; Is the business investment related: Yes; Location of the business: 132 Joe Knox Ave., Suite 104 Mooresvile NC 28117 United States; Description of the business: Crown Advisors, LLC is the holding company for Crown Private Wealth, LLC & Crown Insurance Advisors, LLC. Crown Advisors, LLC wholly owns both of these companies and John Foard & William Kearney are 50/50 owners of Crown Advisors, LLC.; Position Title: Co-Founder & Managing Partner; Responsibilities Duties: Managing daily operations in conjunction with William Kearney as Co-Owners/Co-Founders/Managing Partners.; Start date with business: 2023-09-11; Hours per week devoted to business: 40; Hours; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: No;

Exams

• S66 Uniform Combined State Law Examination
  2007-03-26

Designations

• Certified Financial Planner

Other Names

• John Hanby Foard
• John Hanby Foard