SourcingSourcing

CRESAP, INC.

B56
CRD 25899·SEC 801-79750·RADNOR, PA
AUM
$339.0M
$100M-$500M
Est. Revenue
$3.4M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CRESAP, INC.
CRD
25899
SEC file #
801-79750
EIN
462015331
DBA names
—

Economics

AUM
$339.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$218.9M → $339.0M▲ +55%
Client mix
Individuals Other604

Operations

Employees (total)
16
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
RADNOR PA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMOther Compensation

Filings

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

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CRESAP, MARK WINFIELD III
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
CRESAP, MARK WINFIELD III
Solo Advisor Indicator
No
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
CRESAP.COM
Rdap Domain Creation Date
1999-01-27T05:00:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
12,409
Form 5500 Compensation Trajectory 3y
202512,409
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
12,409
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001586712
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2013-09-19
Edgar Last Filing Date
2014-01-03
Edgar Form D Count
2
Edgar Form D Offerings
2014-01-032014-01-03 · 0001586712-14-000001
2013-09-192013-09-19 · 0001586712-13-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
17
Bc Firm Active IA Count
6
Bc Firm IAR Count
17
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
201 W. 103RD STREET,SUITE 200INDIANAPOLIS, IN 46290
Business
201 W. 103RD STREET,SUITE 200INDIANAPOLIS, IN 46290
Edgar EIN
462015331
Edgar Recent Filings
D/A2014-01-03 · 0001586712-14-000001
D2013-09-19 · 0001586712-13-000001
Fee Schedule
Bracket I61
Bracket Ii30
Bracket Ix6
Bracket Xi4
Bracket Iii3
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-27T05:00:00Z
Rdap Domain Last Changed
2025-11-28T07:27:53Z
Rdap Nameservers
Ns39.worldnic.comNs40.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
828898
Trust Company Affiliate
No

People (17)

17
CRESAP, MARK WINFIELD III
IAR · Direct Owner · 87.5%
828898
MARISA ELLEN Welch
IAR
1721338
RICHARD LEWIS HESS
IAR
1749209
JASON NICHOLAS WALSH
IAR
2979271
PAUL, JOSEPH, CRAWFORD
IAR
718203
RAYMOND ALFRED MORRIS
IAR
1095861
MICHAEL SAIDIS
IAR
1581799
MARK JOHN SANCHIRICO
IAR
1205157
JENNIFER LYNN TABER
IAR
5006029
BRADFORD PATTERSON BILLINGS
IAR
2435490
BELYNDA PLEASANTS STEWART
IAR
1395191
SUSAN MARIE CIRELLI
IAR
1689416
JOHN LEROYCARRE ULRICH
IAR
2775686
FRANK CHRISTOPHER CAMPBELL
IAR
2157966
KEVIN BRUCE PAINE
IAR
2137753
JESSICA L WILF
IAR
2990856
RICHARD KENYON COBB
IAR
2312539