SourcingSourcing

CAPITAL RESOURCE MANAGEMENT INC

B64
CRD 106768·SEC 801-38549·DEERFIELD, IL
AUM
$593.2M
$500M-$1B
Est. Revenue
$5.9M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAPITAL RESOURCE MANAGEMENT INC
CRD
106768
SEC file #
801-38549
EIN
—
DBA names
Capital Resource Management,inc.

Economics

AUM
$593.2M
AUM band
$500M-$1B
AUM trajectory
'20'26
$392.5M → $593.2M▲ +51%
Client mix
Individuals High Net Worth28
Individuals Other10
Charitable Organizations3
Pension Profit Sharing Plans1

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
DEERFIELD IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
crminvest.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KOREY, SHERWIN, DAVID
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
KOREY, SHERWIN, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CRMINVEST.COM
Rdap Domain Creation Date
1996-01-17T05:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
Rdap Registrar
Bluehost Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
18,584
Form 5500 Compensation Trajectory 3y
202518,584
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
18,584
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-18T05:00:00Z
Rdap Domain Last Changed
2026-01-03T08:03:00Z
Rdap Nameservers
Ivan.ns.cloudflare.comLuciana.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1564307
Trust Company Affiliate
No

People (1)

1
KOREY, SHERWIN, DAVID
IAR · Direct Owner · 87.5%
1564307