SourcingSourcing

GPM GROWTH INVESTORS, INC.

B57
CRD 107645·SEC 801-43846·BLOOMFIELD HILLS, MI
AUM
$281.3M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$844K
@ 30% margin
Est. Deal Value
$6.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GPM GROWTH INVESTORS, INC.
CRD
107645
SEC file #
801-43846
EIN
383087548
DBA names
—

Economics

AUM
$281.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$144.4M → $281.3M▲ +95%
Client mix
Individuals Other151
Individuals High Net Worth66

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
3 advisors → 5 advisors▲ +67%
Primary office
BLOOMFIELD HILLS MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
x.com/gpmgrowth

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GRIFFIN, TIMOTHY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
GRIFFIN, TIMOTHY
GRIFFIN, JOSEPH, T.
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
fallback_guess:gpmgrowth.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001799367
Edgar Registered
Yes
Edgar Filing Count
25
Edgar First Filing Date
2020-01-17
Edgar Last Filing Date
2026-04-24
Edgar 13f Count
25
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0001799367-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
39533 WOODWARD AVE. SUITE 145BLOOMFIELD HILLS, MI 48304
Business
39533 WOODWARD AVE. SUITE 145BLOOMFIELD HILLS, MI 48304
Edgar EIN
383087548
Edgar Recent Filings
13F-HR2026-04-24 · 0001799367-26-000002
13F-HR2026-01-30 · 0001799367-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1040256
Trust Company Affiliate
No

People (6)

6
GRIFFIN, TIMOTHY
IAR · Direct Owner · 87.5%
1040256
GRIFFIN, JOSEPH, T.
IAR · Direct Owner · 17.5%
5758944
DELLA TORRE, BRITTNEY, LOUISE
IAR · Direct Owner · 7.5%
5549479
Steven Feeman
IAR
7874170
DANIEL BENJAMIN KOPPEL
IAR
5449216
Charles Brian Roehrer
IAR
7343985