PETTYJOHN, WOOD & WHITE, INC.
C36
CRD 106403·SEC 801-13803·LYNCHBURG, VA
AUM
$1.02B
$1B+
Est. Revenue
$10.2M
@ 1% on AUM
Est. EBITDA
$3.1M
@ 30% margin
Est. Deal Value
$24.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $456.1M
'21 · $547.6M
'22 · $683.2M
'23 · $683.2M
'25 · $853.8M
'26 · $1.02B
'20'26
$456.1M → $1.02B▲ +124%
Client mix
| Individuals High Net Worth | 287 |
| Individuals Other | 275 |
| Corporations | 12 |
| Charitable Organizations | 9 |
| Pension Profit Sharing Plans | 3 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 6 advisors
'22 · 5 advisors
'23 · 5 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
6 advisors → 5 advisors▼ -17%
Branches
—
Custodian & Brokerage
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (13)
Everything else we've pulled for this record, not yet curated into a section.