SourcingSourcing

CROWN MANAGEMENT ADVISORS, LLC

B54
CRD 326369·SEC 801-128372·ATLANTA, GA
AUM
$142.2M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$427K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CROWN MANAGEMENT ADVISORS, LLC
CRD
326369
SEC file #
801-128372
EIN
874250871
DBA names
—

Economics

AUM
$142.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$137.2M → $142.2M▲ +4%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
3 advisors → 4 advisors▲ +33%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
youtube.com/@crowncapitalinv

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GRAHAM, CHRISTOPHER, TODD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
GRAHAM, CHRISTOPHER, TODD
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
fallback_guess:crown.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
505
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001968226
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2023-03-07
Edgar Last Filing Date
2024-11-01
Edgar Form D Count
3
Edgar Form D Offerings
2024-11-012024-11-01 · 0001968226-24-000002
2023-10-232023-10-23 · 0001968226-23-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Northern Trust2
Edgar Addresses
Mailing
C/O CROWN MANAGEMENT ADVISORS, LLC3060 PEACHTREE ROAD NW, SUITE 1550ATLANTA, GA 30305
Business
C/O CROWN MANAGEMENT ADVISORS, LLC3060 PEACHTREE ROAD NW, SUITE 1550ATLANTA, GA 30305
Edgar EIN
874250871
Edgar Recent Filings
D/A2024-11-01 · 0001968226-24-000002
D/A2023-10-23 · 0001968226-23-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6432353
Trust Company Affiliate
No

People (1)

1
GRAHAM, CHRISTOPHER, TODD
Direct Owner · 87.5%
6432353