SourcingSourcing

CARMICHAEL CAPITAL, INC.

A90
CRD 118468·SEC 801-129968·FRANKLIN, TN
AUM
$126.6M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$380K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CARMICHAEL CAPITAL, INC.
CRD
118468
SEC file #
801-129968
EIN
—
DBA names
Carmichael Creel Investments

Economics

AUM
$126.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$141.9M → $126.6M▼ -11%
Client mix
Individuals Other39
Individuals High Net Worth37

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
2 advisors → 1 advisors▼ -50%
Primary office
FRANKLIN TN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
linkedin.com/company/carmichael-creel(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CARMICHAEL, CLAUDE, RUDY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
CARMICHAEL, CLAUDE, RUDY
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

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
710241
Trust Company Affiliate
No

People (1)

1
CARMICHAEL, CLAUDE, RUDY
IAR · Direct Owner · 87.5%
710241