SourcingSourcing

CROWN ADVISORS MANAGEMENT, INC.

A71
CRD 109720·SEC 801-89172·LARKSPUR, CA
AUM
$197.8M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$593K
@ 30% margin
Est. Deal Value
$4.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CROWN ADVISORS MANAGEMENT, INC.
CRD
109720
SEC file #
801-89172
EIN
—
DBA names
—

Economics

AUM
$197.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$197.9M → $197.8M▬ 0%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
LARKSPUR CA
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

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

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1642426
Trust Company Affiliate
No

People (1)

1
ROBERT SCOTT FEARON
Direct Owner · 87.5%
1642426