SourcingSourcing

PARK LANE ADVISORS, LLC

C44
CRD 338445·SEC 801-134968·BIRMINGHAM, AL
AUM
$623.9M
$500M-$1B
Est. Revenue
$6.2M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PARK LANE ADVISORS, LLC
CRD
338445
SEC file #
801-134968
EIN
—
DBA names
—

Economics

AUM
$623.9M
AUM band
$500M-$1B
AUM trajectory
—
Client mix
Corporations5

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
—
Primary office
BIRMINGHAM AL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
02/19/2026
ADV-W filed at
—
Website
tenet-partners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Cranford, Adam, Grady
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Cranford, Adam, Grady
Bray, Elizabeth, Palmer Sherer
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
TENET-PARTNERS.COM
Rdap Domain Creation Date
2023-11-30T01:18:54Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
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
0.259
Soi Zip Pct 200k Plus
0.1151
Soi Zip Returns 200k Plus
160
Soi Zip Total AGI
247,181
Fdic Zip Total Deposits
239,979,207,000
Fdic Zip Branch Count
428
Fdic Zip Top Banks
Regions Bank
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
Fidelity4
E*trade4
Fdic Zip Branches Raw
First Alabama BankBirmingham, AL
First Alabama BankBirmingham, AL
Fdic Zip HHI
3338.72
Fdic Zip Top Bank Share Pct
55.09
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-30T01:18:54Z
Rdap Domain Last Changed
2025-11-30T18:04:57Z
Rdap Nameservers
Ns49.domaincontrol.comNs50.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
AGI5,625
Returns430
Stub 2
AGI10,431
Returns290
Stub 3
AGI11,108
Returns180
Soi Zip Total Business Income
4,912
Soi Zip Total Cap Gains
17,560
Soi Zip Total Dividends
14,439
Soi Zip Total Returns
1,390
Top Owner CRD
8160732
Trust Company Affiliate
No

People (2)

2
Cranford, Adam, Grady
Direct Owner · 87.5%
8160732
Bray, Elizabeth, Palmer Sherer
Executive Officer · 2.5%
8164347