STANLEY-LAMAN GROUP LTD.
C43
CRD 112112·SEC 801-45568·BERWYN, PA
AUM
$1.02B
$1B+
Est. Revenue
$10.2M
@ 1% on AUM
Est. EBITDA
$3.1M
@ 30% margin
Est. Deal Value
$24.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $531.0M
'21 · $567.0M
'22 · $776.0M
'23 · $1.04B
'25 · $979.3M
'26 · $1.02B
'20'26
$531.0M → $1.02B▲ +93%
Client mix
| Individuals High Net Worth | 200 |
| Corporations | 75 |
| Individuals Other | 25 |
| Pooled Investment Vehicles | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 10 advisors
'21 · 10 advisors
'22 · 10 advisors
'23 · 10 advisors
'25 · 10 advisors
'26 · 13 advisors
'20'26
10 advisors → 13 advisors▲ +30%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
1235 WESTLAKES DRIVESUITE 295BERWYN, PA 19312
Business
1235 WESTLAKES DRIVESUITE 295BERWYN, PA 19312
Edgar Recent Filings
13F-HR2026-04-16 · 0001376474-26-000292
13F-HR2026-01-23 · 0001376474-26-000069