SourcingSourcing

FINANCIAL ASSET MANAGEMENT CORP

A73
CRD 106643·SEC 801-27858·CHAPPAQUA, NY
AUM
$436.2M
$100M-$500M
Est. Revenue
$4.4M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FINANCIAL ASSET MANAGEMENT CORP
CRD
106643
SEC file #
801-27858
EIN
—
DBA names
—

Economics

AUM
$436.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$206.8M → $436.2M▲ +111%
Client mix
Individuals High Net Worth105
Individuals Other99

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
CHAPPAQUA NY
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
famcorporation.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KAHAN, SCOTT, MITCHEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
KAHAN, SCOTT, MITCHEL
KAMIN, VIKTORIA
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
FAMCORPORATION.COM
Rdap Domain Creation Date
1999-02-24T05:00:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-02-24T05:00:00Z
Rdap Domain Last Changed
2025-12-26T07:06:04Z
Rdap Nameservers
Ns10.worldnic.comNs9.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1147804
Trust Company Affiliate
No

People (4)

4
KAHAN, SCOTT, MITCHEL
IAR · Direct Owner · 87.5%
1147804
KAMIN, VIKTORIA
IAR · Direct Owner · 17.5%
5792070
Hadad, Edward, Salim
IAR · Direct Owner · 7.5%
7434220
Delgado, Cindy, Curry
Direct Owner · 7.5%
8061862