William Neal Kearney

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

• 09/2011 → Present
  Integrated Financial Concepts Llc
  Huntersville, NC
• 03/2015 → 04/2018
  Horter Investment Management
  Cincinnati, OH
• 03/2018 → 01/2021
  Virtue Capital Management, Llc
  Brentwood, TN
• 10/2020 → Present
  Crown Private Wealth, Llc
  Mooresville, NC
• 09/2023 → Present
  Crown Advisors, Llc
  Mooresville, NC
• 09/2023 → Present
  Crown Insurance Advisors, Llc
  Mooresville, NC

Previous Registrations

• 2018-04-24 → 2021-03-05
  Virtue Capital Management, Llc
  Mooresville, NC
  Mooresville, NC
  Brentwood, TN
• 2015-03-30 → 2018-04-25
  Horter Investment Management, Llc
  Huntersville, NC
  Cincinnati, OH
  Mooresville, NC

Other Businesses

Integrated Financial Concepts, LLC; Insurance Agent; 09/2016, 32 Joe Knox Ave, Ste 104 Mooresville North Carolina 28117 United States; Position Title: Owner;Responsibilities Duties: Business management; Start date with business: 2011-09-14;Hours 1 hour per week. Percentage of total yearly compensation expected to be derived from the business: 10; Will an IRS form for income earned be received: Yes; 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: 2023-09-06; Hours per week devoted to business during trading hours: 6; Hours per week devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 50; Will an IRS form for income earned be received: No; Crown Advisors, LLC; Is the business investment related: No; Location of the business: 132 Joe Knox Ave, Ste 104 Mooresville North Carolina 28117 United States; Description of the business: Holding Company;Position Title: Co-Founder; Responsibilities Duties: business management; Start date with business: 2023-05-04; 40 Hours per week devoted to business. ;Percentage of total yearly compensation expected to be derived from the business: 0;Will an IRS form for income earned be received: No; Ifc Safe Holdings, LLC; Is the business investment related: No; Location of the business: 1100 N KIMBALL AVE STE 100 SouthLake Texas 76092 United States; Description of the business: Private Placement ;Position Title: Managing Member; Responsibilities Duties: Communication support; Start date with business: 2013-07-24; 0 Hours per week devoted to business during trading hours: 0;Hours per week devoted to business outside trading hours: 0;Percentage of total yearly compensation expected to be derived from the business: 0;Will an IRS form for income earned be received: No; IFC Safe Holdings, 2014, LLC; Location of the business: 1100 N KIMBALL AVE STE 100 Southlake TX 76092 United States; Description of the business: Private Placement. Position Title: Managing Member; Responsibilities Duties: Communication support; Start date with business: 2014-10-17; 0 Hours per week devoted to business during trading hours: 0; 0 Hours per week devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: No.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-26

Other Names

• Bill Neal Kearney