SourcingSourcing

CRAWFORD, GREGORY JASON

A79
CRD 134936·SEC 801-123570·MODESTO, CA
AUM
$171.6M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$515K
@ 30% margin
Est. Deal Value
$4.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CRAWFORD, GREGORY JASON
CRD
134936
SEC file #
801-123570
EIN
—
DBA names
Crawford Financial Planning & Consulting

Economics

AUM
$171.6M
AUM band
$100M-$500M
AUM trajectory
'23'26
$109.0M → $171.6M▲ +57%
Client mix
Individuals Other97
Individuals High Net Worth43

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'23'26
1 advisors → 1 advisors▬ 0%
Primary office
MODESTO CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/18/2026
ADV-W filed at
—
Website
crawfordfp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CRAWFORD, GREGORY, JASON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
CRAWFORD, GREGORY, JASON
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

Website Staleness Score
0.553
Web Signal Quality
ok
Wayback Last Material Change
2025-08-10T19:57:22.000Z
Wayback Snapshot Count
115
Wayback Snapshots Last 12mo
2
Wayback First Snapshot
2009-09-24T11:13:19.000Z
Wayback Last Snapshot
2025-08-10T19:57:22.000Z
Rdap Domain
CRAWFORDFP.COM
Rdap Domain Creation Date
2009-07-21T22:39:38Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
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

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2493
Soi Zip Pct 200k Plus
0.0588
Soi Zip Returns 200k Plus
1,610
Soi Zip Total AGI
2,116,933
Fdic Zip Total Deposits
14,273,534,000
Fdic Zip Branch Count
198
Fdic Zip Top Banks
Bank of America, National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (28)

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
Fdic Zip Branches Raw
Stockton Savings Bank, FSBModesto, CA
Glendale Federal Bank, Federal Savings BankModesto, CA
Fdic Zip HHI
1145.15
Fdic Zip Top Bank Share Pct
23.48
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-21T22:39:38Z
Rdap Domain Last Changed
2022-09-06T07:04:30Z
Rdap Nameservers
Ns45.domaincontrol.comNs46.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI89,660
Returns6,880
Stub 2
AGI233,448
Returns6,360
Stub 3
AGI267,650
Returns4,340
Soi Zip Total Business Income
54,591
Soi Zip Total Cap Gains
46,488
Soi Zip Total Dividends
19,897
Soi Zip Total Returns
27,360
Top Owner CRD
1101280
Trust Company Affiliate
No
Wayback Avg Days Between Changes
73.4
Wayback Closest Snapshot Ts
2025-08-10T19:57:22.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20250810195722/https://crawfordfp.com/
Wayback Distinct Digest Count
80

People (1)

1
CRAWFORD, GREGORY, JASON
IAR · Direct Owner · 87.5%
1101280