SourcingSourcing

A. J. PERRY & COMPANY, INC.

B58
CRD 107041·SEC 801-134868·TOWSON, MD
AUM
$108.8M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$326K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
A. J. PERRY & COMPANY, INC.
CRD
107041
SEC file #
801-134868
EIN
—
DBA names
A. J. Perry & Co.

Economics

AUM
$108.8M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other57
Individuals High Net Worth38
Pension Profit Sharing Plans1
Corporations1

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
TOWSON MD
Branches
Count1

Custodian & Brokerage

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

Filings

Latest ADV filing
02/18/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NASTASI, PAUL, FRANCIS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
NASTASI, PAUL, FRANCIS
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

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 (9)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2700632
Trust Company Affiliate
No

People (1)

1
NASTASI, PAUL, FRANCIS
IAR · Direct Owner · 87.5%
2700632