Crown Capital Securities, L.P

Investment Advisor
in Valencia, CA

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About this Advisor

Randall Kaiden is a financial advisor based in Valencia, California. Kaiden works at Crown Capital Securities, L.P. Throughout their career, they have worked at Crown Capital Securities, Lp, Kaiden Elder Law, Randall F Kaiden, Esq and Mortensen Law, Pc. Kaiden is able to operate in California. Crown Capital Securities, L.P is a financial advisory company operating out of Orange, CA. The investment advisory business has offices in 93 locations and a total of 164 people on staff. It controls $1 billion in total assets across its 5,654 accounts, making it one of the bigger firms in the nation by assets under management. The firm serves 27 charitable organizations. Of its 5,654 client accounts, just 3% belong to high-net-worth investors who have greater than $1 million in assets. The business has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services largely are based on which services the firm provides the client. However, fees billed by Crown Capital Securities, L.P can consist of some blend of asset-based, hourly and fixed fees.

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

28212 Kelly Johnson Pkwy Suite 175
Valencia, CA 91355

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Crown Capital Securities, L.P Brokerage Details

Total Assets Under Management


CA Average: $7,578,581,321
Total Number of Employees


CA Average: 43
Total Number of Accounts


CA Average: 3,727
Average Account Size


CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Randall Kaiden Work History

Randall has been registered as a financial advisor for 0 years.*

2017 - Present (7 years)

Crown Capital Securities, Lp

2016 - Present (8 years)

Kaiden Elder Law

2011 - 2015 (4 years)

Mortensen Law, Pc

2000 - 2016 (16 years)

Randall F Kaiden, Esq

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Randall Kaiden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Crown Capital Securities, L.P

William Hauenstein
Orange, CA
Evan Hayashi
Portland, OR
Joseph Dipasquale
Glastonbury, CT
Austin Moherman
Costa Mesa, CA
Matthew Sessa
Lancaster, CA
Lawrence Davis
Florence, AZ
Jacob Heskett
Orange, CA
Sean Carder
Chesterfield, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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