CRI M&A Advisors, LLC
Firm details
- Headquarters
- Montgomery, Alabama
- CRD number
- 154996
- Registered since
- November 10, 2011
- Website
- cricpa.com
Firm profile
FINTRXOverview
CRI M&A Advisors, LLC is organized as a limited liability company and is registered with the SEC (registration year listed as 2011). The firm is owned by a mix of a domestic entity and an individual according to the available record. The snapshot classifies the firm as "Unclassified" and the profile indicates CRI M&A Advisors does not operate as a capital allocator. The available data does not list client segments, fee structure, or the firm's specific advisory activities. The record also marks the firm as not active on ESG investing, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. No additional detail about business lines, investment focus, or affiliations was provided in the source material.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Kimberly Miller
Chief Compliance Officer and AML Compliance OfficerCRD 4175240
Contacts
3 of 4
Brandon Maddox
PartnerCRD 6361794

Joel Sikes
Partner, Managing DirectorCRD 4371575
William Carr
Financial AdvisorCRD 4008717
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Montgomery, AL
Montgomery
Location
Montgomery, AL
Headquartered in Montgomery, AL, anchoring the Montgomery-Selma-Alexander City, AL metro in the South.
- Metro area
- Montgomery-Selma-Alexander City, AL
- Region
- South
- County
- Montgomery
- Address
- 7035 Halcyon Park Dr
- Time zone
- CT (UTC-6)
- Office locations
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