SourcingSourcing

CWM ADVISORY, LLC

C41
CRD 299923·SEC 801-135493·OCEAN PINES, MD
AUM
$101.0M
$100M-$500M
Est. Revenue
$1.0M
@ 1% on AUM
Est. EBITDA
$303K
@ 30% margin
Est. Deal Value
$2.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CWM ADVISORY, LLC
CRD
299923
SEC file #
801-135493
EIN
—
DBA names
—

Economics

AUM
$101.0M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other209
Individuals High Net Worth34
Pension Profit Sharing Plans5

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
—
Primary office
OCEAN PINES MD
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/29/2026
ADV-W filed at
—
Website
instagram.com/creativewealthmanagementllc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CARMEAN, HAROLD, LYNN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CARMEAN, HAROLD, LYNN
Jacobi, Tristan, L
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
social_url_excluded:instagram.com

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
0.2822
Soi Zip Pct 200k Plus
0.085
Soi Zip Returns 200k Plus
1,120
Soi Zip Total AGI
1,203,458
Fdic Zip Total Deposits
12,919,895,000
Fdic Zip Branch Count
306
Fdic Zip Top Banks
Calvin B. Taylor Banking Company of Berlin, Maryland
PNC Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Peninsula BankBerlin, MD
Peninsula BankBerlin, MD
Fdic Zip HHI
2008.3
Fdic Zip Top Bank Share Pct
36.82
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI43,799
Returns3,570
Stub 2
AGI98,709
Returns2,670
Stub 3
AGI116,023
Returns1,870
Soi Zip Total Business Income
39,641
Soi Zip Total Cap Gains
71,470
Soi Zip Total Dividends
28,182
Soi Zip Total Returns
13,180
Top Owner CRD
3201337
Trust Company Affiliate
No

People (3)

3
CARMEAN, HAROLD, LYNN
IAR · Direct Owner · 87.5%
3201337
Jacobi, Tristan, L
IAR · Direct Owner · 7.5%
7027883
Jordan Rae Talbert
IAR
7894475