SourcingSourcing

CONFIDENTIAL MANAGEMENT ADVISORS, INC.

A90
CRD 125936·SEC 801-70741·TROY, MI
AUM
$161.9M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$486K
@ 30% margin
Est. Deal Value
$3.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CONFIDENTIAL MANAGEMENT ADVISORS, INC.
CRD
125936
SEC file #
801-70741
EIN
—
DBA names
—

Economics

AUM
$161.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$210.8M → $161.9M▼ -23%
Client mix
Individuals High Net Worth51
Individuals Other18

Operations

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

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
confidentialmgt.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ADAMS, CRAIG, MAXWELL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ADAMS, CRAIG, MAXWELL
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
ok
Rdap Domain
CONFIDENTIALMGT.COM
Rdap Domain Creation Date
2006-03-25T22:42:23Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

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 (13)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
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
Rdap Domain Expiration Date
2027-03-25T21:42:23Z
Rdap Domain Last Changed
2026-03-26T17:39:25Z
Rdap Nameservers
Ns35.domaincontrol.comNs36.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (1)

1
CRAIG MAXWELL ADAMS
IAR
969